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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 | $99,281 | $96,731+2.6% | $123,973-19.9% | $86,983+14.1% |
| Participation rate | 40.7% | 70.0%-29.3pp | 76.7%-35.9pp | 69.5%-28.8pp |
| Annual return | 21.79% | 17.33%+4.5pp | 388.13%-366.3pp | 25.83%-4.0pp |
| Employer contribution / active EE | $1,628 | $3,297-50.6% | $4,126-60.5% | $2,584-37.0% |
| Participant deferral / active EE | $4,202 | $4,152+1.2% | $5,247-19.9% | $4,194+0.2% |
| Admin fee / account holder | $625 | $8,722-92.8% | $11,799-94.7% | $7,856-92.0% |