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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 | $112,412 | $96,731+16.2% | $123,973-9.3% | $86,983+29.2% |
| Participation rate | 44.8% | 70.0%-25.2pp | 76.7%-31.8pp | 69.5%-24.7pp |
| Annual return | 18.55% | 17.33%+1.2pp | 388.13%-369.6pp | 25.83%-7.3pp |
| Employer contribution / active EE | $2,061 | $3,297-37.5% | $4,126-50.0% | $2,584-20.3% |
| Participant deferral / active EE | $5,642 | $4,152+35.9% | $5,247+7.5% | $4,194+34.5% |
| Admin fee / account holder | $16,483 | $8,722+89.0% | $11,799+39.7% | $7,856+109.8% |