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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 | $110,028 | $81,276+35.4% | $155,574-29.3% | $80,925+36.0% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.7pp | 67.7%-13.1pp |
| Annual return | 15.40% | 33.36%-18.0pp | 64.87%-49.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,813 | $3,103-41.6% | $4,676-61.2% | $2,756-34.2% |
| Participant deferral / active EE | $4,135 | $3,453+19.8% | $5,629-26.5% | $4,299-3.8% |
| Admin fee / account holder | $1,525 | $7,993-80.9% | $15,914-90.4% | $6,940-78.0% |