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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 | $98,148 | $88,672+10.7% | $105,223-6.7% | $82,448+19.0% |
| Participation rate | 28.9% | 67.9%-39.0pp | 75.0%-46.1pp | 68.1%-39.1pp |
| Annual return | 17.72% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,018 | $3,048-66.6% | $3,689-72.4% | $2,551-60.1% |
| Participant deferral / active EE | $3,447 | $4,036-14.6% | $5,072-32.0% | $4,139-16.7% |
| Admin fee / account holder | $3,945 | $7,146-44.8% | $8,859-55.5% | $7,234-45.5% |