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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 | $88,270 | $93,589-5.7% | $135,942-35.1% | $75,181+17.4% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 23.34% | 30.90%-7.6pp | 68.28%-44.9pp | 160.69%-137.3pp |
| Employer contribution / active EE | $1,636 | $3,537-53.8% | $4,858-66.3% | $2,671-38.7% |
| Participant deferral / active EE | $4,475 | $6,405-30.1% | $7,759-42.3% | $4,126+8.5% |
| Admin fee / account holder | $2,427 | $6,977-65.2% | $10,764-77.5% | $5,650-57.0% |