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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 | $102,124 | $88,672+15.2% | $105,223-2.9% | $82,448+23.9% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 17.00% | 30.86%-13.9pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,618 | $3,048-46.9% | $3,689-56.1% | $2,551-36.6% |
| Participant deferral / active EE | $2,957 | $4,036-26.7% | $5,072-41.7% | $4,139-28.6% |
| Admin fee / account holder | $1,139 | $7,146-84.1% | $8,859-87.1% | $7,234-84.3% |