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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 | $113,027 | $88,672+27.5% | $105,223+7.4% | $82,448+37.1% |
| Participation rate | 28.2% | 67.9%-39.7pp | 75.0%-46.8pp | 68.1%-39.9pp |
| Annual return | 20.42% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,576 | $3,048-48.3% | $3,689-57.3% | $2,551-38.2% |
| Participant deferral / active EE | $2,763 | $4,036-31.5% | $5,072-45.5% | $4,139-33.2% |
| Admin fee / account holder | $6,750 | $7,146-5.5% | $8,859-23.8% | $7,234-6.7% |