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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 | $99,262 | $95,415+4.0% | $185,851-46.6% | $85,851+15.6% |
| Participation rate | 46.0% | 68.8%-22.7pp | 81.7%-35.7pp | 69.3%-23.3pp |
| Annual return | 27.85% | 23.59%+4.3pp | 122.11%-94.3pp | 318.63%-290.8pp |
| Employer contribution / active EE | $1,349 | $3,314-59.3% | $5,168-73.9% | $2,565-47.4% |
| Participant deferral / active EE | $2,937 | $3,424-14.2% | $5,569-47.3% | $3,952-25.7% |
| Admin fee / account holder | $746 | $7,215-89.7% | $16,245-95.4% | $6,261-88.1% |