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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 | $108,882-2.3% | $96,754+9.9% | $154,746-31.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 70.3%-14.7pp | 80.7%-25.1pp |
| Annual return | 14.10% | 98.39%-84.3pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,005 | $3,018-66.7% | $2,679-62.5% | $4,379-77.1% |
| Participant deferral / active EE | $1,897 | $5,323-64.4% | $4,758-60.1% | $6,730-71.8% |
| Admin fee / account holder | $824 | $10,200-91.9% | $8,905-90.7% | $14,365-94.3% |