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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 | $106,460 | $105,284+1.1% | $150,734-29.4% | $94,015+13.2% |
| Participation rate | 47.2% | 71.7%-24.5pp | 78.4%-31.2pp | 70.8%-23.6pp |
| Annual return | 19.28% | 15.67%+3.6pp | 600.81%-581.5pp | 17.84%+1.4pp |
| Employer contribution / active EE | $1,488 | $3,599-58.6% | $4,918-69.7% | $2,790-46.7% |
| Participant deferral / active EE | $3,484 | $4,274-18.5% | $5,610-37.9% | $4,249-18.0% |
| Admin fee / account holder | $2,034 | $9,839-79.3% | $14,905-86.4% | $8,951-77.3% |