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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 | $102,080 | $108,882-6.2% | $96,754+5.5% | $154,746-34.0% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 17.17% | 98.39%-81.2pp | 82.04%-64.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $4,334 | $3,018+43.6% | $2,679+61.8% | $4,379-1.0% |
| Participant deferral / active EE | $4,472 | $5,323-16.0% | $4,758-6.0% | $6,730-33.6% |
| Admin fee / account holder | $467 | $10,200-95.4% | $8,905-94.8% | $14,365-96.8% |