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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 | $105,586 | $101,752+3.8% | $164,928-36.0% | $80,911+30.5% |
| Participation rate | 47.5% | 71.8%-24.3pp | 78.6%-31.1pp | 67.6%-20.1pp |
| Annual return | 13.86% | 16.73%-2.9pp | 70.08%-56.2pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,682 | $2,953-43.0% | $4,343-61.3% | $2,756-39.0% |
| Participant deferral / active EE | $3,138 | $4,477-29.9% | $6,034-48.0% | $4,297-27.0% |
| Admin fee / account holder | $6,917 | $8,218-15.8% | $12,684-45.5% | $6,935-0.3% |