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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 | $115,653 | $88,672+30.4% | $105,223+9.9% | $82,448+40.3% |
| Participation rate | 35.2% | 67.9%-32.7pp | 75.0%-39.9pp | 68.1%-32.9pp |
| Annual return | 17.04% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,698 | $3,048-44.3% | $3,689-54.0% | $2,551-33.4% |
| Participant deferral / active EE | $2,539 | $4,036-37.1% | $5,072-49.9% | $4,139-38.7% |
| Admin fee / account holder | $601 | $7,146-91.6% | $8,859-93.2% | $7,234-91.7% |