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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 | $108,131 | $167,483-35.4% | $115,752-6.6% | $147,586-26.7% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 82.8%-29.9pp |
| Annual return | 18.01% | 12.11%+5.9pp | 19.41%-1.4pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,427 | $4,960-71.2% | $3,492-59.1% | $4,876-70.7% |
| Participant deferral / active EE | $4,562 | $7,037-35.2% | $5,204-12.3% | $5,439-16.1% |
| Admin fee / account holder | $5,738 | $13,069-56.1% | $6,278-8.6% | $10,886-47.3% |