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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 | $102,491 | $88,672+15.6% | $105,223-2.6% | $82,448+24.3% |
| Participation rate | 41.2% | 67.9%-26.7pp | 75.0%-33.9pp | 68.1%-26.9pp |
| Annual return | 17.12% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,829 | $3,048-7.2% | $3,689-23.3% | $2,551+10.9% |
| Participant deferral / active EE | $3,428 | $4,036-15.1% | $5,072-32.4% | $4,139-17.2% |
| Admin fee / account holder | $555 | $7,146-92.2% | $8,859-93.7% | $7,234-92.3% |