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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 | $103,117 | $88,672+16.3% | $105,223-2.0% | $82,448+25.1% |
| Participation rate | 56.7% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.4pp |
| Annual return | 17.03% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,758 | $3,048-42.3% | $3,689-52.3% | $2,551-31.1% |
| Participant deferral / active EE | $4,401 | $4,036+9.1% | $5,072-13.2% | $4,139+6.3% |
| Admin fee / account holder | $5,918 | $7,146-17.2% | $8,859-33.2% | $7,234-18.2% |