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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 | $106,407 | $114,013-6.7% | $103,693+2.6% | $155,188-31.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 14.20% | 49.31%-35.1pp | 47.61%-33.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,011 | $3,131-67.7% | $2,920-65.4% | $4,248-76.2% |
| Participant deferral / active EE | $6,630 | $4,970+33.4% | $4,579+44.8% | $6,531+1.5% |
| Admin fee / account holder | $2,374 | $8,407-71.8% | $7,858-69.8% | $14,480-83.6% |