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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 | $105,284-0.8% | $150,734-30.7% | $94,015+11.1% |
| Participation rate | 48.4% | 71.7%-23.3pp | 78.4%-30.1pp | 70.8%-22.4pp |
| Annual return | 16.08% | 15.67%+0.4pp | 600.81%-584.7pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,021 | $3,599-71.6% | $4,918-79.2% | $2,790-63.4% |
| Participant deferral / active EE | $4,728 | $4,274+10.6% | $5,610-15.7% | $4,249+11.3% |
| Admin fee / account holder | $5,655 | $9,839-42.5% | $14,905-62.1% | $8,951-36.8% |