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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 | $111,888 | $91,198+22.7% | $178,503-37.3% | $79,856+40.1% |
| Participation rate | 56.8% | 69.2%-12.4pp | 81.9%-25.1pp | 69.6%-12.8pp |
| Annual return | 15.99% | 24.20%-8.2pp | 151.12%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,258 | $3,257-61.4% | $5,011-74.9% | $2,471-49.1% |
| Participant deferral / active EE | $2,145 | $3,237-33.7% | $5,202-58.8% | $3,741-42.7% |
| Admin fee / account holder | $4,204 | $6,748-37.7% | $13,987-69.9% | $5,306-20.8% |