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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 | $88,552 | $73,107+21.1% | $114,563-22.7% | $87,485+1.2% |
| Participation rate | 53.3% | 65.8%-12.4pp | 72.9%-19.6pp | 68.9%-15.6pp |
| Annual return | 25.73% | 19.47%+6.3pp | 241.09%-215.4pp | 26.06%-0.3pp |
| Employer contribution / active EE | $1,723 | $1,881-8.4% | $2,592-33.5% | $2,596-33.6% |
| Participant deferral / active EE | $3,857 | $3,144+22.7% | $4,142-6.9% | $4,274-9.8% |
| Admin fee / account holder | $728 | $5,770-87.4% | $7,623-90.4% | $7,775-90.6% |