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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 | $105,001 | $185,312-43.3% | $161,489-35.0% | $154,746-32.1% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 17.40% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,881 | $4,769-60.6% | $4,268-55.9% | $4,379-57.0% |
| Participant deferral / active EE | $6,959 | $6,350+9.6% | $5,630+23.6% | $6,730+3.4% |
| Admin fee / account holder | $9,062 | $18,654-51.4% | $16,006-43.4% | $14,365-36.9% |