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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 | $115,862 | $117,829-1.7% | $102,423+13.1% | $145,877-20.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.72% | 31.83%-18.1pp | 29.42%-15.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,190 | $3,615-39.4% | $3,023-27.6% | $4,663-53.0% |
| Participant deferral / active EE | $3,000 | $5,732-47.7% | $5,054-40.6% | $6,691-55.2% |
| Admin fee / account holder | $743 | $13,335-94.4% | $9,455-92.1% | $13,402-94.5% |