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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,766 | $105,856-4.8% | $90,161+11.8% | $147,586-31.7% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 16.36% | 37.63%-21.3pp | 34.89%-18.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,442 | $4,126-65.1% | $3,318-56.5% | $4,876-70.4% |
| Participant deferral / active EE | $6,907 | $5,733+20.5% | $5,287+30.6% | $5,439+27.0% |
| Admin fee / account holder | $2,773 | $8,046-65.5% | $5,943-53.3% | $10,886-74.5% |