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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 | $101,650 | $115,225-11.8% | $100,712+0.9% | $138,895-26.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 18.37% | 40.35%-22.0pp | 33.27%-14.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $546 | $2,771-80.3% | $2,313-76.4% | $4,194-87.0% |
| Participant deferral / active EE | $3,526 | $4,699-25.0% | $4,085-13.7% | $6,396-44.9% |
| Admin fee / account holder | $1,321 | $10,844-87.8% | $9,256-85.7% | $12,562-89.5% |