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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 | $103,064 | $97,648+5.5% | $121,663-15.3% | $87,485+17.8% |
| Participation rate | 49.1% | 70.5%-21.4pp | 74.5%-25.4pp | 68.9%-19.8pp |
| Annual return | 16.07% | 18.03%-2.0pp | 147.54%-131.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $936 | $2,300-59.3% | $3,020-69.0% | $2,596-63.9% |
| Participant deferral / active EE | $2,323 | $3,923-40.8% | $4,887-52.5% | $4,274-45.6% |
| Admin fee / account holder | $2,010 | $11,100-81.9% | $14,289-85.9% | $7,775-74.1% |