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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 | $114,343 | $88,672+28.9% | $105,223+8.7% | $82,448+38.7% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 13.56% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,026 | $3,048+32.1% | $3,689+9.1% | $2,551+57.8% |
| Participant deferral / active EE | $8,585 | $4,036+112.7% | $5,072+69.3% | $4,139+107.4% |
| Admin fee / account holder | $9,645 | $7,146+35.0% | $8,859+8.9% | $7,234+33.3% |