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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 | $123,500 | $87,132+41.7% | $105,624+16.9% | $80,959+52.5% |
| Participation rate | 51.1% | 70.4%-19.3pp | 75.3%-24.2pp | 67.7%-16.6pp |
| Annual return | 12.59% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,267 | $2,397-5.4% | $3,168-28.4% | $2,757-17.8% |
| Participant deferral / active EE | $3,525 | $3,985-11.5% | $5,013-29.7% | $4,300-18.0% |
| Admin fee / account holder | $31,418 | $8,449+271.9% | $10,961+186.6% | $6,925+353.7% |