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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 | $106,460 | $88,672+20.1% | $105,223+1.2% | $82,448+29.1% |
| Participation rate | 47.2% | 67.9%-20.7pp | 75.0%-27.8pp | 68.1%-20.8pp |
| Annual return | 19.28% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,488 | $3,048-51.2% | $3,689-59.7% | $2,551-41.7% |
| Participant deferral / active EE | $3,484 | $4,036-13.7% | $5,072-31.3% | $4,139-15.8% |
| Admin fee / account holder | $2,034 | $7,146-71.5% | $8,859-77.0% | $7,234-71.9% |