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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 | $101,771 | $65,034+56.5% | $90,970+11.9% | $79,856+27.4% |
| Participation rate | 48.3% | 61.6%-13.3pp | 69.0%-20.7pp | 69.6%-21.3pp |
| Annual return | 17.39% | 30.45%-13.1pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $955 | $1,247-23.5% | $2,122-55.0% | $2,471-61.4% |
| Participant deferral / active EE | $2,488 | $2,512-1.0% | $3,373-26.2% | $3,741-33.5% |
| Admin fee / account holder | $4,303 | $4,536-5.1% | $5,961-27.8% | $5,306-18.9% |