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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 | $107,725 | $101,618+6.0% | $93,063+15.8% | $137,256-21.5% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 13.17% | 223.95%-210.8pp | 34.15%-21.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,597 | $2,707-41.0% | $2,476-35.5% | $4,156-61.6% |
| Participant deferral / active EE | $2,452 | $4,279-42.7% | $3,958-38.1% | $6,407-61.7% |
| Admin fee / account holder | $9,345 | $6,198+50.8% | $6,033+54.9% | $12,270-23.8% |