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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 | $120,075 | $108,825+10.3% | $156,181-23.1% | $82,448+45.6% |
| Participation rate | 41.9% | 72.4%-30.5pp | 78.8%-37.0pp | 68.1%-26.2pp |
| Annual return | 18.70% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,618 | $2,870-43.6% | $4,294-62.3% | $2,551-36.6% |
| Participant deferral / active EE | $2,804 | $4,577-38.8% | $6,132-54.3% | $4,139-32.3% |
| Admin fee / account holder | $12,189 | $9,341+30.5% | $14,586-16.4% | $7,234+68.5% |