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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 | $108,121 | $86,919+24.4% | $102,457+5.5% | $80,911+33.6% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.2pp | 67.6%-26.3pp |
| Annual return | 44.60% | 18.90%+25.7pp | 29.41%+15.2pp | 35.63%+9.0pp |
| Employer contribution / active EE | $1,283 | $2,368-45.8% | $3,022-57.5% | $2,756-53.4% |
| Participant deferral / active EE | $3,068 | $4,119-25.5% | $5,054-39.3% | $4,297-28.6% |
| Admin fee / account holder | $13,059 | $8,049+62.2% | $9,451+38.2% | $6,935+88.3% |