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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 | $109,271 | $117,895-7.3% | $102,460+6.6% | $145,897-25.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 13.96% | 31.92%-18.0pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,422 | $3,619-33.1% | $3,025-19.9% | $4,663-48.1% |
| Participant deferral / active EE | $3,129 | $5,736-45.4% | $5,056-38.1% | $6,689-53.2% |
| Admin fee / account holder | $763 | $13,353-94.3% | $9,460-91.9% | $13,390-94.3% |