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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 | $89,259-2.6% | $107,187-18.9% | $82,637+5.2% |
| Participation rate | 45.1% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-23.0pp |
| Annual return | 18.78% | 21.02%-2.2pp | 204.55%-185.8pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,935 | $3,080-37.2% | $3,782-48.8% | $2,552-24.2% |
| Participant deferral / active EE | $3,925 | $4,037-2.8% | $5,096-23.0% | $4,126-4.9% |
| Admin fee / account holder | $525 | $7,381-92.9% | $9,162-94.3% | $7,339-92.8% |