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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 | $118,053 | $88,672+33.1% | $105,223+12.2% | $82,448+43.2% |
| Participation rate | 55.9% | 67.9%-12.0pp | 75.0%-19.2pp | 68.1%-12.2pp |
| Annual return | 14.33% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,630 | $3,048-46.5% | $3,689-55.8% | $2,551-36.1% |
| Participant deferral / active EE | $4,085 | $4,036+1.2% | $5,072-19.5% | $4,139-1.3% |
| Admin fee / account holder | $2,750 | $7,146-61.5% | $8,859-69.0% | $7,234-62.0% |