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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 | $101,670 | $88,672+14.7% | $105,223-3.4% | $82,448+23.3% |
| Participation rate | 40.5% | 67.9%-27.4pp | 75.0%-34.5pp | 68.1%-27.6pp |
| Annual return | 16.84% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,891 | $3,048-38.0% | $3,689-48.7% | $2,551-25.9% |
| Participant deferral / active EE | $2,844 | $4,036-29.5% | $5,072-43.9% | $4,139-31.3% |
| Admin fee / account holder | $5,131 | $7,146-28.2% | $8,859-42.1% | $7,234-29.1% |