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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 | $99,749 | $116,167-14.1% | $64,489+54.7% | $137,256-27.3% |
| Participation rate | 52.9% | 68.2%-15.2pp | 67.7%-14.8pp | 80.0%-27.0pp |
| Annual return | 14.15% | 36.55%-22.4pp | 55.03%-40.9pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,137 | $2,483-54.2% | $1,523-25.4% | $4,156-72.6% |
| Participant deferral / active EE | $3,299 | $4,215-21.7% | $2,778+18.7% | $6,407-48.5% |
| Admin fee / account holder | $5,054 | $6,188-18.3% | $4,260+18.6% | $12,270-58.8% |