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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 | $97,075 | $88,672+9.5% | $105,223-7.7% | $82,448+17.7% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 18.24% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,192 | $3,048-28.1% | $3,689-40.6% | $2,551-14.1% |
| Participant deferral / active EE | $5,932 | $4,036+47.0% | $5,072+17.0% | $4,139+43.3% |
| Admin fee / account holder | $3,373 | $7,146-52.8% | $8,859-61.9% | $7,234-53.4% |