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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 | $86,096 | $88,672-2.9% | $105,223-18.2% | $82,448+4.4% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 20.80% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,532 | $3,048-49.7% | $3,689-58.5% | $2,551-39.9% |
| Participant deferral / active EE | $4,579 | $4,036+13.5% | $5,072-9.7% | $4,139+10.6% |
| Admin fee / account holder | $5,913 | $7,146-17.3% | $8,859-33.3% | $7,234-18.3% |