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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 | $106,980 | $110,248-3.0% | $95,728+11.8% | $139,456-23.3% |
| Participation rate | 55.6% | 75.7%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 25.20% | 27.16%-2.0pp | 28.40%-3.2pp | 373.45%-348.2pp |
| Employer contribution / active EE | $1,396 | $3,258-57.2% | $2,835-50.8% | $4,753-70.6% |
| Participant deferral / active EE | $3,329 | $4,675-28.8% | $4,245-21.6% | $6,711-50.4% |
| Admin fee / account holder | $464 | $6,607-93.0% | $5,673-91.8% | $11,407-95.9% |