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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 | $113,352 | $124,980-9.3% | $108,359+4.6% | $154,746-26.7% |
| Participation rate | 52.4% | 75.2%-22.8pp | 70.1%-17.7pp | 80.7%-28.3pp |
| Annual return | 17.16% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,512 | $2,851-46.9% | $2,399-37.0% | $4,379-65.5% |
| Participant deferral / active EE | $5,633 | $4,743+18.8% | $4,137+36.2% | $6,730-16.3% |
| Admin fee / account holder | $7,118 | $11,502-38.1% | $9,741-26.9% | $14,365-50.5% |