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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 | $101,550 | $110,410-8.0% | $102,437-0.9% | $145,897-30.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.40% | 24.85%-10.5pp | 24.95%-10.6pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,976 | $4,217-53.1% | $3,871-48.9% | $4,663-57.6% |
| Participant deferral / active EE | $10,700 | $5,622+90.3% | $5,060+111.5% | $6,689+60.0% |
| Admin fee / account holder | $394 | $9,745-96.0% | $8,388-95.3% | $13,390-97.1% |