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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 | $125,775 | $88,672+41.8% | $105,223+19.5% | $82,448+52.6% |
| Participation rate | 46.3% | 67.9%-21.6pp | 75.0%-28.7pp | 68.1%-21.7pp |
| Annual return | 17.88% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,683 | $3,048-44.8% | $3,689-54.4% | $2,551-34.0% |
| Participant deferral / active EE | $3,312 | $4,036-17.9% | $5,072-34.7% | $4,139-20.0% |
| Admin fee / account holder | $951 | $7,146-86.7% | $8,859-89.3% | $7,234-86.8% |