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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 | $107,306 | $110,379-2.8% | $102,412+4.8% | $145,884-26.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 19.28% | 24.84%-5.6pp | 24.94%-5.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,378 | $4,216-43.6% | $3,870-38.6% | $4,662-49.0% |
| Participant deferral / active EE | $6,590 | $5,622+17.2% | $5,060+30.2% | $6,690-1.5% |
| Admin fee / account holder | $3,161 | $9,745-67.6% | $8,388-62.3% | $13,392-76.4% |