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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 | $108,845 | $57,590+89.0% | $86,233+26.2% | $82,448+32.0% |
| Participation rate | 38.1% | 57.9%-19.8pp | 69.0%-30.9pp | 68.1%-30.0pp |
| Annual return | 15.37% | 22.41%-7.0pp | 61.39%-46.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,513 | $1,655-8.6% | $2,504-39.6% | $2,551-40.7% |
| Participant deferral / active EE | $3,509 | $3,080+13.9% | $4,559-23.0% | $4,139-15.2% |
| Admin fee / account holder | $2,323 | $4,730-50.9% | $8,342-72.2% | $7,234-67.9% |