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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 | $122,218 | $88,672+37.8% | $105,223+16.2% | $82,448+48.2% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 14.04% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,325 | $3,048-56.5% | $3,689-64.1% | $2,551-48.0% |
| Participant deferral / active EE | $4,723 | $4,036+17.0% | $5,072-6.9% | $4,139+14.1% |
| Admin fee / account holder | $1,310 | $7,146-81.7% | $8,859-85.2% | $7,234-81.9% |