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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 | $102,803 | $117,895-12.8% | $102,460+0.3% | $145,897-29.5% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 16.99% | 31.92%-14.9pp | 29.47%-12.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,028 | $3,619-71.6% | $3,025-66.0% | $4,663-78.0% |
| Participant deferral / active EE | $2,790 | $5,736-51.4% | $5,056-44.8% | $6,689-58.3% |
| Admin fee / account holder | $1,693 | $13,353-87.3% | $9,460-82.1% | $13,390-87.4% |