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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 | $117,959 | $55,930+110.9% | $76,089+55.0% | $80,925+45.8% |
| Participation rate | 45.5% | 62.1%-16.6pp | 69.1%-23.6pp | 67.7%-22.2pp |
| Annual return | 14.77% | 20.58%-5.8pp | 360.94%-346.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,815 | $1,866-2.7% | $2,690-32.5% | $2,756-34.1% |
| Participant deferral / active EE | $3,568 | $3,051+17.0% | $4,259-16.2% | $4,299-17.0% |
| Admin fee / account holder | $3,474 | $5,241-33.7% | $6,418-45.9% | $6,940-50.0% |