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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 | $89,259+25.9% | $107,187+4.9% | $82,637+36.0% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 18.55% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,061 | $3,080-33.1% | $3,782-45.5% | $2,552-19.2% |
| Participant deferral / active EE | $5,642 | $4,037+39.7% | $5,096+10.7% | $4,126+36.7% |
| Admin fee / account holder | $16,483 | $7,381+123.3% | $9,162+79.9% | $7,339+124.6% |