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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 | $101,039 | $97,751+3.4% | $103,431-2.3% | $145,978-30.8% |
| Participation rate | 54.2% | 81.1%-26.9pp | 80.5%-26.4pp | 80.3%-26.1pp |
| Annual return | 11.80% | 25.43%-13.6pp | 23.92%-12.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,765 | $4,684-62.3% | $4,678-62.3% | $4,662-62.1% |
| Participant deferral / active EE | $3,115 | $6,603-52.8% | $6,625-53.0% | $6,690-53.4% |
| Admin fee / account holder | $2,125 | $12,515-83.0% | $9,412-77.4% | $13,400-84.1% |