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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 | $99,798 | $93,346+6.9% | $71,796+39.0% | $273,972-63.6% |
| Participation rate | 46.2% | 76.5%-30.4pp | 69.1%-23.0pp | 83.0%-36.9pp |
| Annual return | 5.54% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,314 | $2,733-51.9% | $1,924-31.7% | $4,869-73.0% |
| Participant deferral / active EE | $3,525 | $3,475+1.4% | $2,794+26.2% | $5,287-33.3% |
| Admin fee / account holder | $1,167 | $6,571-82.2% | $4,815-75.8% | $10,133-88.5% |