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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 | $105,587 | $87,037+21.3% | $106,201-0.6% | $80,874+30.6% |
| Participation rate | 62.9% | 70.4%-7.5pp | 75.3%-12.4pp | 67.6%-4.7pp |
| Annual return | 12.01% | 17.05%-5.0pp | 116.26%-104.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $901 | $2,396-62.4% | $3,170-71.6% | $2,756-67.3% |
| Participant deferral / active EE | $4,064 | $3,986+1.9% | $5,012-18.9% | $4,297-5.4% |
| Admin fee / account holder | $18,462 | $8,434+118.9% | $11,039+67.2% | $6,935+166.2% |