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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 | $122,901 | $101,798+20.7% | $165,071-25.5% | $80,935+51.9% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.7%-21.5pp |
| Annual return | 11.32% | 16.73%-5.4pp | 70.17%-58.9pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,926 | $2,954-34.8% | $4,347-55.7% | $2,757-30.2% |
| Participant deferral / active EE | $4,759 | $4,476+6.3% | $6,035-21.2% | $4,299+10.7% |
| Admin fee / account holder | $3,501 | $8,221-57.4% | $12,695-72.4% | $6,924-49.4% |