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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 | $100,649 | $90,170+11.6% | $150,734-33.2% | $69,733+44.3% |
| Participation rate | 35.4% | 60.2%-24.8pp | 78.4%-43.0pp | 62.5%-27.0pp |
| Annual return | 17.36% | 16.56%+0.8pp | 600.81%-583.4pp | 15.22%+2.1pp |
| Employer contribution / active EE | $2,012 | $3,428-41.3% | $4,918-59.1% | $2,250-10.6% |
| Participant deferral / active EE | $4,617 | $3,086+49.6% | $5,610-17.7% | $3,054+51.2% |
| Admin fee / account holder | $7,620 | $4,600+65.6% | $14,905-48.9% | $3,102+145.6% |