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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 | $106,351 | $99,053+7.4% | $88,179+20.6% | $138,895-23.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.1%-13.6pp | 79.9%-24.4pp |
| Annual return | 14.10% | 78.17%-64.1pp | 64.97%-50.9pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,005 | $2,882-65.1% | $2,549-60.6% | $4,194-76.0% |
| Participant deferral / active EE | $1,897 | $5,225-63.7% | $4,614-58.9% | $6,396-70.3% |
| Admin fee / account holder | $824 | $8,748-90.6% | $7,673-89.3% | $12,562-93.4% |