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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 | $111,170 | $106,247+4.6% | $96,515+15.2% | $139,466-20.3% |
| Participation rate | 45.0% | 77.8%-32.8pp | 74.3%-29.3pp | 80.3%-35.3pp |
| Annual return | 17.70% | 38.47%-20.8pp | 35.73%-18.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,886 | $4,106-54.1% | $3,740-49.6% | $4,754-60.3% |
| Participant deferral / active EE | $5,402 | $5,456-1.0% | $4,880+10.7% | $6,712-19.5% |
| Admin fee / account holder | $478 | $7,885-93.9% | $6,735-92.9% | $11,409-95.8% |