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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 | $107,361 | $111,814-4.0% | $103,378+3.9% | $145,978-26.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.37% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $2,078 | $4,215-50.7% | $3,870-46.3% | $4,662-55.4% |
| Participant deferral / active EE | $6,615 | $5,618+17.7% | $5,058+30.8% | $6,690-1.1% |
| Admin fee / account holder | $17,882 | $9,764+83.1% | $8,401+112.9% | $13,400+33.4% |