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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 | $111,418 | $96,731+15.2% | $123,973-10.1% | $86,983+28.1% |
| Participation rate | 39.3% | 70.0%-30.7pp | 76.7%-37.4pp | 69.5%-30.3pp |
| Annual return | 16.91% | 17.33%-0.4pp | 388.13%-371.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $1,659 | $3,297-49.7% | $4,126-59.8% | $2,584-35.8% |
| Participant deferral / active EE | $4,329 | $4,152+4.3% | $5,247-17.5% | $4,194+3.2% |
| Admin fee / account holder | $1,404 | $8,722-83.9% | $11,799-88.1% | $7,856-82.1% |