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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 | $93,732 | $88,672+5.7% | $105,223-10.9% | $82,448+13.7% |
| Participation rate | 54.1% | 67.9%-13.8pp | 75.0%-20.9pp | 68.1%-14.0pp |
| Annual return | 14.63% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,491 | $3,048-51.1% | $3,689-59.6% | $2,551-41.6% |
| Participant deferral / active EE | $2,609 | $4,036-35.4% | $5,072-48.6% | $4,139-37.0% |
| Admin fee / account holder | $4,605 | $7,146-35.6% | $8,859-48.0% | $7,234-36.3% |