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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 | $81,400 | $93,345-12.8% | $119,126-31.7% | $87,485-7.0% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 19.79% | 19.08%+0.7pp | 282.11%-262.3pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,642 | $3,172-16.7% | $4,034-34.5% | $2,596+1.8% |
| Participant deferral / active EE | $4,013 | $4,099-2.1% | $5,318-24.5% | $4,274-6.1% |
| Admin fee / account holder | $5,809 | $8,039-27.7% | $10,693-45.7% | $7,775-25.3% |