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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 | $99,410 | $101,618-2.2% | $93,063+6.8% | $137,256-27.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 15.42% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,052 | $2,707-61.1% | $2,476-57.5% | $4,156-74.7% |
| Participant deferral / active EE | $4,685 | $4,279+9.5% | $3,958+18.4% | $6,407-26.9% |
| Admin fee / account holder | $4,688 | $6,198-24.4% | $6,033-22.3% | $12,270-61.8% |