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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 | $89,934 | $89,259+0.8% | $107,187-16.1% | $82,637+8.8% |
| Participation rate | 37.1% | 67.9%-30.8pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 14.75% | 21.02%-6.3pp | 204.55%-189.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,317 | $3,080-57.2% | $3,782-65.2% | $2,552-48.4% |
| Participant deferral / active EE | $3,752 | $4,037-7.1% | $5,096-26.4% | $4,126-9.1% |
| Admin fee / account holder | $1,574 | $7,381-78.7% | $9,162-82.8% | $7,339-78.6% |