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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 | $101,835 | $65,034+56.6% | $90,970+11.9% | $79,856+27.5% |
| Participation rate | 52.4% | 61.6%-9.2pp | 69.0%-16.6pp | 69.6%-17.3pp |
| Annual return | 11.19% | 30.45%-19.3pp | 134.60%-123.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $910 | $1,247-27.1% | $2,122-57.1% | $2,471-63.2% |
| Participant deferral / active EE | $2,805 | $2,512+11.7% | $3,373-16.8% | $3,741-25.0% |
| Admin fee / account holder | $13,568 | $4,536+199.1% | $5,961+127.6% | $5,306+155.7% |