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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 | $104,696 | $110,307-5.1% | $96,576+8.4% | $139,456-24.9% |
| Participation rate | 55.6% | 78.1%-22.6pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 22.96% | 26.40%-3.4pp | 25.87%-2.9pp | 373.45%-350.5pp |
| Employer contribution / active EE | $1,210 | $3,619-66.6% | $2,965-59.2% | $4,753-74.5% |
| Participant deferral / active EE | $4,109 | $5,547-25.9% | $4,851-15.3% | $6,711-38.8% |
| Admin fee / account holder | $1,008 | $11,597-91.3% | $8,253-87.8% | $11,407-91.2% |