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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 | $108,761 | $88,672+22.7% | $105,223+3.4% | $82,448+31.9% |
| Participation rate | 35.0% | 67.9%-32.9pp | 75.0%-40.0pp | 68.1%-33.1pp |
| Annual return | 15.36% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,177 | $3,048-61.4% | $3,689-68.1% | $2,551-53.9% |
| Participant deferral / active EE | $3,215 | $4,036-20.3% | $5,072-36.6% | $4,139-22.3% |
| Admin fee / account holder | $548 | $7,146-92.3% | $8,859-93.8% | $7,234-92.4% |