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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 | $107,201 | $89,259+20.1% | $107,1870% | $82,637+29.7% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 22.94% | 21.02%+1.9pp | 204.55%-181.6pp | 53.51%-30.6pp |
| Employer contribution / active EE | $1,286 | $3,080-58.3% | $3,782-66.0% | $2,552-49.6% |
| Participant deferral / active EE | $3,336 | $4,037-17.4% | $5,096-34.5% | $4,126-19.1% |
| Admin fee / account holder | $555 | $7,381-92.5% | $9,162-93.9% | $7,339-92.4% |