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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 | $110,065 | $110,379-0.3% | $102,412+7.5% | $145,884-24.6% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 13.86% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,557 | $4,216-63.1% | $3,870-59.8% | $4,662-66.6% |
| Participant deferral / active EE | $4,024 | $5,622-28.4% | $5,060-20.5% | $6,690-39.9% |
| Admin fee / account holder | $11,147 | $9,745+14.4% | $8,388+32.9% | $13,392-16.8% |