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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 | $104,218 | $88,672+17.5% | $105,223-1.0% | $82,448+26.4% |
| Participation rate | 61.4% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.7pp |
| Annual return | 14.53% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,625 | $3,048-46.7% | $3,689-56.0% | $2,551-36.3% |
| Participant deferral / active EE | $4,363 | $4,036+8.1% | $5,072-14.0% | $4,139+5.4% |
| Admin fee / account holder | $1,894 | $7,146-73.5% | $8,859-78.6% | $7,234-73.8% |