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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 | $102,294 | $110,379-7.3% | $102,412-0.1% | $145,884-29.9% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 10.32% | 24.84%-14.5pp | 24.94%-14.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,232 | $4,216-47.1% | $3,870-42.3% | $4,662-52.1% |
| Participant deferral / active EE | $5,100 | $5,622-9.3% | $5,060+0.8% | $6,690-23.8% |
| Admin fee / account holder | $6,969 | $9,745-28.5% | $8,388-16.9% | $13,392-48.0% |