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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 | $108,481 | $124,351-12.8% | $109,188-0.6% | $167,553-35.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.70% | 26.04%-14.3pp | 25.76%-14.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,687 | $4,210-59.9% | $3,723-54.7% | $4,840-65.1% |
| Participant deferral / active EE | $4,599 | $5,257-12.5% | $4,654-1.2% | $6,343-27.5% |
| Admin fee / account holder | $847 | $7,975-89.4% | $6,755-87.5% | $12,316-93.1% |