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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 | $111,678 | $86,891+28.5% | $142,516-21.6% | $75,173+48.6% |
| Participation rate | 48.4% | 68.5%-20.1pp | 76.8%-28.4pp | 67.2%-18.8pp |
| Annual return | 19.86% | 23.31%-3.4pp | 19.99%-0.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,268 | $3,355-32.4% | $4,849-53.2% | $2,671-15.1% |
| Participant deferral / active EE | $4,892 | $4,938-0.9% | $6,280-22.1% | $4,126+18.6% |
| Admin fee / account holder | $20,473 | $7,299+180.5% | $10,008+104.6% | $5,651+262.3% |