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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 | $105,436 | $66,402+58.8% | $109,907-4.1% | $85,847+22.8% |
| Participation rate | 58.3% | 63.9%-5.5pp | 74.2%-15.9pp | 69.3%-11.0pp |
| Annual return | 15.79% | 19.59%-3.8pp | 29.46%-13.7pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,255 | $1,687-25.6% | $2,844-55.9% | $2,565-51.1% |
| Participant deferral / active EE | $4,085 | $2,842+43.7% | $4,047+0.9% | $3,952+3.4% |
| Admin fee / account holder | $1,029 | $4,557-77.4% | $6,069-83.0% | $6,261-83.6% |