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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 | $93,338 | $93,3450% | $119,126-21.6% | $87,485+6.7% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 19.55% | 19.08%+0.5pp | 282.11%-262.6pp | 26.06%-6.5pp |
| Employer contribution / active EE | $2,140 | $3,172-32.5% | $4,034-46.9% | $2,596-17.6% |
| Participant deferral / active EE | $3,927 | $4,099-4.2% | $5,318-26.2% | $4,274-8.1% |
| Admin fee / account holder | $8,338 | $8,039+3.7% | $10,693-22.0% | $7,775+7.2% |