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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 | $105,602 | $110,379-4.3% | $102,412+3.1% | $145,884-27.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 19.40% | 24.84%-5.4pp | 24.94%-5.5pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,365 | $4,216-67.6% | $3,870-64.7% | $4,662-70.7% |
| Participant deferral / active EE | $2,896 | $5,622-48.5% | $5,060-42.8% | $6,690-56.7% |
| Admin fee / account holder | $944 | $9,745-90.3% | $8,388-88.7% | $13,392-92.9% |