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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 | $99,863 | $104,251-4.2% | $91,004+9.7% | $147,585-32.3% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 14.61% | 27.06%-12.4pp | 4.60%+10.0pp | 578.58%-564.0pp |
| Employer contribution / active EE | $1,529 | $3,116-50.9% | $2,456-37.7% | $4,876-68.7% |
| Participant deferral / active EE | $5,643 | $4,195+34.5% | $3,548+59.1% | $5,439+3.8% |
| Admin fee / account holder | $10,577 | $8,948+18.2% | $5,417+95.2% | $10,886-2.8% |