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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 | $89,259+11.2% | $107,187-7.4% | $82,637+20.1% |
| Participation rate | 40.7% | 67.9%-27.2pp | 75.0%-34.3pp | 68.1%-27.3pp |
| Annual return | 21.79% | 21.02%+0.8pp | 204.55%-182.8pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,628 | $3,080-47.2% | $3,782-57.0% | $2,552-36.2% |
| Participant deferral / active EE | $4,202 | $4,037+4.1% | $5,096-17.6% | $4,126+1.8% |
| Admin fee / account holder | $625 | $7,381-91.5% | $9,162-93.2% | $7,339-91.5% |