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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 | $92,760 | $87,132+6.5% | $105,624-12.2% | $80,959+14.6% |
| Participation rate | 48.9% | 70.4%-21.5pp | 75.3%-26.3pp | 67.7%-18.7pp |
| Annual return | 13.33% | 17.03%-3.7pp | 116.20%-102.9pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,266 | $2,397-47.2% | $3,168-60.0% | $2,757-54.1% |
| Participant deferral / active EE | $2,284 | $3,985-42.7% | $5,013-54.4% | $4,300-46.9% |
| Admin fee / account holder | $5,089 | $8,449-39.8% | $10,961-53.6% | $6,925-26.5% |