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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 | $102,055 | $89,259+14.3% | $107,187-4.8% | $82,637+23.5% |
| Participation rate | 40.4% | 67.9%-27.6pp | 75.0%-34.7pp | 68.1%-27.7pp |
| Annual return | 15.23% | 21.02%-5.8pp | 204.55%-189.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,984 | $3,080-35.6% | $3,782-47.5% | $2,552-22.3% |
| Participant deferral / active EE | $4,063 | $4,037+0.6% | $5,096-20.3% | $4,126-1.5% |
| Admin fee / account holder | $1,894 | $7,381-74.3% | $9,162-79.3% | $7,339-74.2% |