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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 | $106,256 | $127,296-16.5% | $109,907-3.3% | $167,536-36.6% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.2%-28.8pp | 82.1%-36.7pp |
| Annual return | 20.24% | 22.97%-2.7pp | 29.46%-9.2pp | 478.82%-458.6pp |
| Employer contribution / active EE | $810 | $3,325-75.6% | $2,844-71.5% | $4,839-83.3% |
| Participant deferral / active EE | $5,364 | $4,513+18.9% | $4,047+32.5% | $6,342-15.4% |
| Admin fee / account holder | $1,678 | $7,119-76.4% | $6,069-72.4% | $12,315-86.4% |