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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 | $109,129 | $117,895-7.4% | $102,460+6.5% | $145,897-25.2% |
| Participation rate | 36.8% | 78.6%-41.8pp | 76.5%-39.7pp | 80.3%-43.5pp |
| Annual return | 14.14% | 31.92%-17.8pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,074 | $3,619-42.7% | $3,025-31.4% | $4,663-55.5% |
| Participant deferral / active EE | $3,207 | $5,736-44.1% | $5,056-36.6% | $6,689-52.1% |
| Admin fee / account holder | $6,820 | $13,353-48.9% | $9,460-27.9% | $13,390-49.1% |