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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 | $102,843 | $93,346+10.2% | $71,796+43.2% | $273,972-62.5% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.1%-16.7pp | 83.0%-30.6pp |
| Annual return | 7.95% | 130.39%-122.4pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,444 | $2,733-47.2% | $1,924-24.9% | $4,869-70.3% |
| Participant deferral / active EE | $3,371 | $3,475-3.0% | $2,794+20.6% | $5,287-36.3% |
| Admin fee / account holder | $2,289 | $6,571-65.2% | $4,815-52.5% | $10,133-77.4% |