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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 | $105,206 | $106,267-1.0% | $96,520+9.0% | $139,456-24.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 21.29% | 38.45%-17.2pp | 35.72%-14.4pp | 373.45%-352.2pp |
| Employer contribution / active EE | $1,170 | $4,105-71.5% | $3,739-68.7% | $4,753-75.4% |
| Participant deferral / active EE | $6,510 | $5,454+19.4% | $4,879+33.4% | $6,711-3.0% |
| Admin fee / account holder | $386 | $7,882-95.1% | $6,733-94.3% | $11,407-96.6% |