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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 | $103,211 | $88,672+16.4% | $105,223-1.9% | $82,448+25.2% |
| Participation rate | 45.3% | 67.9%-22.6pp | 75.0%-29.7pp | 68.1%-22.8pp |
| Annual return | 14.09% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,857 | $3,048-39.1% | $3,689-49.7% | $2,551-27.2% |
| Participant deferral / active EE | $2,616 | $4,036-35.2% | $5,072-48.4% | $4,139-36.8% |
| Admin fee / account holder | $5,600 | $7,146-21.6% | $8,859-36.8% | $7,234-22.6% |