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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 | $114,106 | $124,330-8.2% | $109,173+4.5% | $167,536-31.9% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.08% | 26.04%-12.0pp | 25.75%-11.7pp | 478.82%-464.7pp |
| Employer contribution / active EE | $5,509 | $4,209+30.9% | $3,723+48.0% | $4,839+13.8% |
| Participant deferral / active EE | $8,797 | $5,256+67.4% | $4,654+89.0% | $6,342+38.7% |
| Admin fee / account holder | $4,388 | $7,974-45.0% | $6,755-35.0% | $12,315-64.4% |