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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 | $102,006 | $97,648+4.5% | $121,663-16.2% | $87,485+16.6% |
| Participation rate | 53.3% | 70.5%-17.1pp | 74.5%-21.2pp | 68.9%-15.6pp |
| Annual return | 15.21% | 18.03%-2.8pp | 147.54%-132.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,642 | $2,300-28.6% | $3,020-45.6% | $2,596-36.8% |
| Participant deferral / active EE | $2,995 | $3,923-23.7% | $4,887-38.7% | $4,274-29.9% |
| Admin fee / account holder | $4,541 | $11,100-59.1% | $14,289-68.2% | $7,775-41.6% |