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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 | $126,403 | $89,259+41.6% | $107,187+17.9% | $82,637+53.0% |
| Participation rate | 20.0% | 67.9%-47.9pp | 75.0%-55.0pp | 68.1%-48.1pp |
| Annual return | 17.45% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,570 | $3,080-16.6% | $3,782-32.1% | $2,552+0.7% |
| Participant deferral / active EE | $4,911 | $4,037+21.6% | $5,096-3.6% | $4,126+19.0% |
| Admin fee / account holder | $8,929 | $7,381+21.0% | $9,162-2.5% | $7,339+21.7% |