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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 | $99,350 | $105,284-5.6% | $150,734-34.1% | $94,015+5.7% |
| Participation rate | 54.0% | 71.7%-17.8pp | 78.4%-24.5pp | 70.8%-16.9pp |
| Annual return | 18.27% | 15.67%+2.6pp | 600.81%-582.5pp | 17.84%+0.4pp |
| Employer contribution / active EE | $1,216 | $3,599-66.2% | $4,918-75.3% | $2,790-56.4% |
| Participant deferral / active EE | $2,644 | $4,274-38.1% | $5,610-52.9% | $4,249-37.8% |
| Admin fee / account holder | $2,507 | $9,839-74.5% | $14,905-83.2% | $8,951-72.0% |