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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 | $103,585 | $117,895-12.1% | $102,460+1.1% | $145,897-29.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 8.92% | 31.92%-23.0pp | 29.47%-20.5pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,348 | $3,619-35.1% | $3,025-22.4% | $4,663-49.6% |
| Participant deferral / active EE | $1,901 | $5,736-66.9% | $5,056-62.4% | $6,689-71.6% |
| Admin fee / account holder | $8,873 | $13,353-33.6% | $9,460-6.2% | $13,390-33.7% |