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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 | $110,814 | $114,013-2.8% | $103,693+6.9% | $155,188-28.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 16.20% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,523 | $3,131-51.4% | $2,920-47.9% | $4,248-64.2% |
| Participant deferral / active EE | $9,231 | $4,970+85.7% | $4,579+101.6% | $6,531+41.3% |
| Admin fee / account holder | $6,522 | $8,407-22.4% | $7,858-17.0% | $14,480-55.0% |