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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 | $108,521 | $88,672+22.4% | $105,223+3.1% | $82,448+31.6% |
| Participation rate | 38.6% | 67.9%-29.3pp | 75.0%-36.4pp | 68.1%-29.4pp |
| Annual return | 15.84% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,917 | $3,048-37.1% | $3,689-48.0% | $2,551-24.9% |
| Participant deferral / active EE | $4,040 | $4,036+0.1% | $5,072-20.3% | $4,139-2.4% |
| Admin fee / account holder | $14,365 | $7,146+101.0% | $8,859+62.2% | $7,234+98.6% |