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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 | $99,970 | $88,672+12.7% | $105,223-5.0% | $82,448+21.3% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 15.29% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,154 | $3,048-29.3% | $3,689-41.6% | $2,551-15.6% |
| Participant deferral / active EE | $4,347 | $4,036+7.7% | $5,072-14.3% | $4,139+5.0% |
| Admin fee / account holder | $845 | $7,146-88.2% | $8,859-90.5% | $7,234-88.3% |