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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 | $104,453 | $93,345+11.9% | $119,126-12.3% | $87,485+19.4% |
| Participation rate | 48.4% | 68.7%-20.4pp | 75.8%-27.4pp | 68.9%-20.5pp |
| Annual return | 16.08% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,021 | $3,172-67.8% | $4,034-74.7% | $2,596-60.7% |
| Participant deferral / active EE | $4,728 | $4,099+15.4% | $5,318-11.1% | $4,274+10.6% |
| Admin fee / account holder | $5,655 | $8,039-29.7% | $10,693-47.1% | $7,775-27.3% |