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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 | $86,218 | $88,672-2.8% | $105,223-18.1% | $82,448+4.6% |
| Participation rate | 52.3% | 67.9%-15.7pp | 75.0%-22.8pp | 68.1%-15.8pp |
| Annual return | 15.99% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,732 | $3,048-43.2% | $3,689-53.1% | $2,551-32.1% |
| Participant deferral / active EE | $3,332 | $4,036-17.4% | $5,072-34.3% | $4,139-19.5% |
| Admin fee / account holder | $1,991 | $7,146-72.1% | $8,859-77.5% | $7,234-72.5% |