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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 | $108,130 | $211,105-48.8% | $178,449-39.4% | $145,978-25.9% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 12.03% | 30.19%-18.2pp | 27.09%-15.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,113 | $4,569-53.7% | $3,951-46.5% | $4,662-54.7% |
| Participant deferral / active EE | $6,334 | $6,959-9.0% | $6,277+0.9% | $6,690-5.3% |
| Admin fee / account holder | $4,544 | $12,017-62.2% | $10,362-56.2% | $13,400-66.1% |