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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 | $99,704 | $94,436+5.6% | $115,599-13.8% | $82,637+20.7% |
| Participation rate | 52.9% | 70.4%-17.5pp | 74.3%-21.3pp | 68.1%-15.1pp |
| Annual return | 16.05% | 18.37%-2.3pp | 111.10%-95.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,182 | $2,324-49.1% | $2,955-60.0% | $2,552-53.7% |
| Participant deferral / active EE | $2,997 | $3,955-24.2% | $4,889-38.7% | $4,126-27.4% |
| Admin fee / account holder | $4,242 | $10,328-58.9% | $12,841-67.0% | $7,339-42.2% |