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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 | $106,402 | $117,846-9.7% | $102,434+3.9% | $145,884-27.1% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 19.34% | 31.90%-12.6pp | 29.46%-10.1pp | 551.85%-532.5pp |
| Employer contribution / active EE | $4,303 | $3,615+19.0% | $3,023+42.3% | $4,662-7.7% |
| Participant deferral / active EE | $4,850 | $5,733-15.4% | $5,055-4.1% | $6,690-27.5% |
| Admin fee / account holder | $951 | $13,356-92.9% | $9,462-89.9% | $13,392-92.9% |