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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 | $100,634 | $94,436+6.6% | $115,599-12.9% | $82,637+21.8% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.3%-24.3pp | 68.1%-18.1pp |
| Annual return | 16.68% | 18.37%-1.7pp | 111.10%-94.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,517 | $2,324-34.7% | $2,955-48.7% | $2,552-40.6% |
| Participant deferral / active EE | $4,218 | $3,955+6.7% | $4,889-13.7% | $4,126+2.2% |
| Admin fee / account holder | $6,602 | $10,328-36.1% | $12,841-48.6% | $7,339-10.0% |