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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 | $93,250 | $77,908+19.7% | $149,696-37.7% | $75,173+24.0% |
| Participation rate | 43.5% | 65.6%-22.0pp | 78.8%-35.2pp | 67.2%-23.7pp |
| Annual return | 18.28% | 31.73%-13.4pp | 134.46%-116.2pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,074 | $3,138-2.0% | $4,821-36.2% | $2,671+15.1% |
| Participant deferral / active EE | $4,969 | $3,411+45.7% | $5,682-12.6% | $4,126+20.4% |
| Admin fee / account holder | $694 | $5,950-88.3% | $13,212-94.8% | $5,651-87.7% |