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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 | $108,184 | $106,280+1.8% | $96,538+12.1% | $139,487-22.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 14.69% | 38.48%-23.8pp | 35.74%-21.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,700 | $4,107-58.6% | $3,740-54.5% | $4,755-64.2% |
| Participant deferral / active EE | $3,831 | $5,457-29.8% | $4,880-21.5% | $6,713-42.9% |
| Admin fee / account holder | $6,917 | $7,888-12.3% | $6,737+2.7% | $11,407-39.4% |