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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 | $93,345+21.1% | $119,126-5.1% | $87,485+29.2% |
| Participation rate | 28.2% | 68.7%-40.5pp | 75.8%-47.6pp | 68.9%-40.7pp |
| Annual return | 20.42% | 19.08%+1.3pp | 282.11%-261.7pp | 26.06%-5.6pp |
| Employer contribution / active EE | $1,576 | $3,172-50.3% | $4,034-60.9% | $2,596-39.3% |
| Participant deferral / active EE | $2,763 | $4,099-32.6% | $5,318-48.0% | $4,274-35.3% |
| Admin fee / account holder | $6,750 | $8,039-16.0% | $10,693-36.9% | $7,775-13.2% |