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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 | $87,098 | $139,948-37.8% | $121,663-28.4% | $154,746-43.7% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 20.52% | 230.52%-210.0pp | 147.54%-127.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,397 | $3,521-31.9% | $3,020-20.6% | $4,379-45.3% |
| Participant deferral / active EE | $7,045 | $5,629+25.2% | $4,887+44.2% | $6,730+4.7% |
| Admin fee / account holder | $1,376 | $17,321-92.1% | $14,289-90.4% | $14,365-90.4% |