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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 | $83,843+20.0% | $123,973-18.8% | $65,306+54.1% |
| Participation rate | 35.4% | 56.0%-20.5pp | 76.7%-41.2pp | 57.7%-22.2pp |
| Annual return | 17.36% | 19.87%-2.5pp | 388.13%-370.8pp | 21.94%-4.6pp |
| Employer contribution / active EE | $2,012 | $2,873-30.0% | $4,126-51.2% | $1,967+2.3% |
| Participant deferral / active EE | $4,617 | $2,997+54.1% | $5,247-12.0% | $2,959+56.0% |
| Admin fee / account holder | $7,620 | $4,735+60.9% | $11,799-35.4% | $3,480+119.0% |