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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 | $95,182 | $101,618-6.3% | $93,063+2.3% | $137,256-30.7% |
| Participation rate | 56.5% | 74.9%-18.4pp | 72.1%-15.6pp | 80.0%-23.4pp |
| Annual return | 13.70% | 223.95%-210.2pp | 34.15%-20.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,820 | $2,707-32.8% | $2,476-26.5% | $4,156-56.2% |
| Participant deferral / active EE | $4,318 | $4,279+0.9% | $3,958+9.1% | $6,407-32.6% |
| Admin fee / account holder | $5,059 | $6,198-18.4% | $6,033-16.1% | $12,270-58.8% |