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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 | $88,672+12.0% | $105,223-5.6% | $82,448+20.5% |
| Participation rate | 54.0% | 67.9%-14.0pp | 75.0%-21.1pp | 68.1%-14.1pp |
| Annual return | 18.27% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,216 | $3,048-60.1% | $3,689-67.0% | $2,551-52.3% |
| Participant deferral / active EE | $2,644 | $4,036-34.5% | $5,072-47.9% | $4,139-36.1% |
| Admin fee / account holder | $2,507 | $7,146-64.9% | $8,859-71.7% | $7,234-65.3% |