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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 | $95,127 | $94,031+1.2% | $115,768-17.8% | $82,448+15.4% |
| Participation rate | 50.9% | 70.4%-19.5pp | 74.4%-23.4pp | 68.1%-17.1pp |
| Annual return | 13.15% | 20.61%-7.5pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,143 | $2,323-50.8% | $2,940-61.1% | $2,551-55.2% |
| Participant deferral / active EE | $1,984 | $3,972-50.1% | $4,917-59.7% | $4,139-52.1% |
| Admin fee / account holder | $12,368 | $10,249+20.7% | $12,439-0.6% | $7,234+71.0% |