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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 | $103,589 | $110,248-6.0% | $95,728+8.2% | $139,456-25.7% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 13.13% | 27.16%-14.0pp | 28.40%-15.3pp | 373.45%-360.3pp |
| Employer contribution / active EE | $550 | $3,258-83.1% | $2,835-80.6% | $4,753-88.4% |
| Participant deferral / active EE | $688 | $4,675-85.3% | $4,245-83.8% | $6,711-89.8% |
| Admin fee / account holder | $12,968 | $6,607+96.3% | $5,673+128.6% | $11,407+13.7% |