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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 | $102,362 | $81,208+26.0% | $98,920+3.5% | $79,856+28.2% |
| Participation rate | 51.4% | 72.5%-21.2pp | 76.0%-24.7pp | 69.6%-18.3pp |
| Annual return | 28.26% | 60.99%-32.7pp | 196.47%-168.2pp | 31.71%-3.4pp |
| Employer contribution / active EE | $1,357 | $1,960-30.8% | $2,689-49.6% | $2,471-45.1% |
| Participant deferral / active EE | $2,800 | $3,265-14.3% | $4,245-34.1% | $3,741-25.2% |
| Admin fee / account holder | $3,134 | $6,013-47.9% | $6,643-52.8% | $5,306-40.9% |