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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 | $83,369+20.7% | $105,223-4.3% | $67,986+48.0% |
| Participation rate | 35.4% | 56.3%-20.9pp | 75.0%-39.6pp | 57.2%-21.8pp |
| Annual return | 17.36% | 24.64%-7.3pp | 180.65%-163.3pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,012 | $2,541-20.8% | $3,689-45.5% | $2,019-0.3% |
| Participant deferral / active EE | $4,617 | $3,295+40.1% | $5,072-9.0% | $3,358+37.5% |
| Admin fee / account holder | $7,620 | $4,073+87.1% | $8,859-14.0% | $3,203+137.9% |