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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 | $97,812 | $88,672+10.3% | $105,223-7.0% | $82,448+18.6% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 16.81% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,661 | $3,048-45.5% | $3,689-55.0% | $2,551-34.9% |
| Participant deferral / active EE | $4,265 | $4,036+5.7% | $5,072-15.9% | $4,139+3.0% |
| Admin fee / account holder | $529 | $7,146-92.6% | $8,859-94.0% | $7,234-92.7% |