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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 | $88,672+17.8% | $105,223-0.7% | $82,448+26.7% |
| Participation rate | 48.4% | 67.9%-19.5pp | 75.0%-26.7pp | 68.1%-19.7pp |
| Annual return | 16.08% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,021 | $3,048-66.5% | $3,689-72.3% | $2,551-60.0% |
| Participant deferral / active EE | $4,728 | $4,036+17.2% | $5,072-6.8% | $4,139+14.2% |
| Admin fee / account holder | $5,655 | $7,146-20.9% | $8,859-36.2% | $7,234-21.8% |