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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 | $102,404 | $99,875+2.5% | $146,866-30.3% | $86,983+17.7% |
| Participation rate | 31.4% | 75.8%-44.4pp | 82.5%-51.1pp | 69.5%-38.1pp |
| Annual return | 19.54% | 28.10%-8.6pp | 102.85%-83.3pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,095 | $3,224-66.0% | $4,425-75.2% | $2,584-57.6% |
| Participant deferral / active EE | $3,118 | $6,322-50.7% | $7,759-59.8% | $4,194-25.7% |
| Admin fee / account holder | $1,757 | $7,838-77.6% | $13,620-87.1% | $7,856-77.6% |