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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 | $110,893 | $101,795+8.9% | $165,100-32.8% | $80,959+37.0% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 13.61% | 16.73%-3.1pp | 70.21%-56.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $840 | $2,954-71.6% | $4,348-80.7% | $2,757-69.5% |
| Participant deferral / active EE | $2,110 | $4,476-52.9% | $6,035-65.0% | $4,300-50.9% |
| Admin fee / account holder | $45,778 | $8,221+456.8% | $12,696+260.6% | $6,925+561.0% |