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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 | $103,146 | $96,731+6.6% | $123,973-16.8% | $86,983+18.6% |
| Participation rate | 29.2% | 70.0%-40.9pp | 76.7%-47.5pp | 69.5%-40.4pp |
| Annual return | 18.45% | 17.33%+1.1pp | 388.13%-369.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $926 | $3,297-71.9% | $4,126-77.5% | $2,584-64.2% |
| Participant deferral / active EE | $1,858 | $4,152-55.3% | $5,247-64.6% | $4,194-55.7% |
| Admin fee / account holder | $5,281 | $8,722-39.5% | $11,799-55.2% | $7,856-32.8% |