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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 | $100,975 | $89,259+13.1% | $107,187-5.8% | $82,637+22.2% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 13.22% | 21.02%-7.8pp | 204.55%-191.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,906 | $3,080-38.1% | $3,782-49.6% | $2,552-25.3% |
| Participant deferral / active EE | $3,736 | $4,037-7.5% | $5,096-26.7% | $4,126-9.4% |
| Admin fee / account holder | $9,971 | $7,381+35.1% | $9,162+8.8% | $7,339+35.9% |