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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 | $98,890 | $80,332+23.1% | $107,187-7.7% | $64,097+54.3% |
| Participation rate | 43.4% | 54.4%-11.0pp | 75.0%-31.7pp | 55.2%-11.8pp |
| Annual return | 14.43% | 24.26%-9.8pp | 204.55%-190.1pp | 34.64%-20.2pp |
| Employer contribution / active EE | $1,194 | $2,501-52.3% | $3,782-68.4% | $1,891-36.9% |
| Participant deferral / active EE | $2,861 | $3,109-8.0% | $5,096-43.8% | $3,080-7.1% |
| Admin fee / account holder | $5,218 | $4,314+20.9% | $9,162-43.0% | $3,454+51.1% |