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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 | $93,869 | $93,346+0.6% | $71,796+30.7% | $273,972-65.7% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 5.49% | 130.39%-124.9pp | 78.04%-72.5pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,224 | $2,733-55.2% | $1,924-36.4% | $4,869-74.9% |
| Participant deferral / active EE | $3,989 | $3,475+14.8% | $2,794+42.7% | $5,287-24.6% |
| Admin fee / account holder | $4,735 | $6,571-27.9% | $4,815-1.7% | $10,133-53.3% |