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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 | $106,800 | $65,364+63.4% | $92,909+15.0% | $72,975+46.4% |
| Participation rate | 40.5% | 68.3%-27.8pp | 76.0%-35.5pp | 69.5%-28.9pp |
| Annual return | 17.71% | 42.11%-24.4pp | 109.44%-91.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,015 | $2,594-60.9% | $3,653-72.2% | $2,440-58.4% |
| Participant deferral / active EE | $2,774 | $3,128-11.3% | $4,238-34.5% | $3,608-23.1% |
| Admin fee / account holder | $8,295 | $4,251+95.1% | $5,795+43.1% | $5,124+61.9% |