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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 | $86,726 | $89,259-2.8% | $107,187-19.1% | $82,637+4.9% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 13.92% | 21.02%-7.1pp | 204.55%-190.6pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,712 | $3,080-44.4% | $3,782-54.7% | $2,552-32.9% |
| Participant deferral / active EE | $3,827 | $4,037-5.2% | $5,096-24.9% | $4,126-7.3% |
| Admin fee / account holder | $8,743 | $7,381+18.4% | $9,162-4.6% | $7,339+19.1% |