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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 | $95,959+4.9% | $97,411+3.3% | $138,895-27.6% |
| Participation rate | 50.0% | 81.8%-31.8pp | 80.4%-30.4pp | 79.9%-29.9pp |
| Annual return | 16.03% | 29.30%-13.3pp | 34.72%-18.7pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,238 | $4,278-71.1% | $4,210-70.6% | $4,194-70.5% |
| Participant deferral / active EE | $3,162 | $5,876-46.2% | $5,886-46.3% | $6,396-50.6% |
| Admin fee / account holder | $13,841 | $7,555+83.2% | $7,145+93.7% | $12,562+10.2% |