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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 | $111,248 | $88,996+25.0% | $78,004+42.6% | $138,895-19.9% |
| Participation rate | 41.2% | 74.4%-33.2pp | 69.4%-28.3pp | 79.9%-38.7pp |
| Annual return | 11.21% | 28.03%-16.8pp | 31.07%-19.9pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,822 | $2,917+31.0% | $2,469+54.8% | $4,194-8.9% |
| Participant deferral / active EE | $6,119 | $4,724+29.5% | $4,092+49.5% | $6,396-4.3% |
| Admin fee / account holder | $2,312 | $8,807-73.7% | $7,578-69.5% | $12,562-81.6% |