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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 | $100,624 | $92,798+8.4% | $96,707+4.1% | $137,256-26.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 16.03% | 31.24%-15.2pp | 34.78%-18.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,238 | $4,147-70.1% | $4,191-70.5% | $4,156-70.2% |
| Participant deferral / active EE | $3,162 | $5,877-46.2% | $5,997-47.3% | $6,407-50.6% |
| Admin fee / account holder | $13,841 | $7,946+74.2% | $7,503+84.5% | $12,270+12.8% |