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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 | $99,834 | $99,8750% | $146,866-32.0% | $86,983+14.8% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.5%-30.1pp | 69.5%-17.2pp |
| Annual return | 16.33% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $493 | $3,224-84.7% | $4,425-88.9% | $2,584-80.9% |
| Participant deferral / active EE | $5,139 | $6,322-18.7% | $7,759-33.8% | $4,194+22.5% |
| Admin fee / account holder | $4,205 | $7,838-46.3% | $13,620-69.1% | $7,856-46.5% |