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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 | $114,509 | $124,314-7.9% | $109,163+4.9% | $167,518-31.6% |
| Participation rate | 45.8% | 79.4%-33.6pp | 75.9%-30.0pp | 82.1%-36.3pp |
| Annual return | 15.53% | 26.04%-10.5pp | 25.75%-10.2pp | 478.71%-463.2pp |
| Employer contribution / active EE | $856 | $4,209-79.7% | $3,723-77.0% | $4,838-82.3% |
| Participant deferral / active EE | $2,414 | $5,256-54.1% | $4,654-48.1% | $6,342-61.9% |
| Admin fee / account holder | $1,346 | $7,973-83.1% | $6,754-80.1% | $12,312-89.1% |