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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 | $114,597 | $97,648+17.4% | $121,663-5.8% | $87,485+31.0% |
| Participation rate | 40.0% | 70.5%-30.5pp | 74.5%-34.5pp | 68.9%-28.9pp |
| Annual return | 44.79% | 18.03%+26.8pp | 147.54%-102.8pp | 26.06%+18.7pp |
| Employer contribution / active EE | $1,825 | $2,300-20.7% | $3,020-39.6% | $2,596-29.7% |
| Participant deferral / active EE | $4,198 | $3,923+7.0% | $4,887-14.1% | $4,274-1.8% |
| Admin fee / account holder | $1,515 | $11,100-86.3% | $14,289-89.4% | $7,775-80.5% |