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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 | $101,121 | $71,215+42.0% | $93,696+7.9% | $80,935+24.9% |
| Participation rate | 52.8% | 60.4%-7.6pp | 68.7%-15.9pp | 67.7%-14.9pp |
| Annual return | 10.97% | 11.27%-0.3pp | 133.74%-122.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,470 | $1,565-6.1% | $2,422-39.3% | $2,757-46.7% |
| Participant deferral / active EE | $3,716 | $4,037-8.0% | $4,417-15.9% | $4,299-13.6% |
| Admin fee / account holder | $4,199 | $6,958-39.7% | $8,287-49.3% | $6,924-39.4% |