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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 | $101,082 | $87,060+16.1% | $105,591-4.3% | $80,911+24.9% |
| Participation rate | 51.3% | 70.4%-19.1pp | 75.3%-24.0pp | 67.6%-16.3pp |
| Annual return | 11.49% | 17.05%-5.6pp | 116.43%-104.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,543 | $2,396-35.6% | $3,166-51.3% | $2,756-44.0% |
| Participant deferral / active EE | $3,236 | $3,986-18.8% | $5,008-35.4% | $4,297-24.7% |
| Admin fee / account holder | $7,915 | $8,442-6.2% | $11,024-28.2% | $6,935+14.1% |