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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 | $86,923 | $88,672-2.0% | $105,223-17.4% | $82,448+5.4% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 18.78% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,935 | $3,048-36.5% | $3,689-47.5% | $2,551-24.1% |
| Participant deferral / active EE | $3,925 | $4,036-2.8% | $5,072-22.6% | $4,139-5.2% |
| Admin fee / account holder | $525 | $7,146-92.6% | $8,859-94.1% | $7,234-92.7% |