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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 | $101,217 | $88,672+14.1% | $105,223-3.8% | $82,448+22.8% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 18.09% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,114 | $3,048-30.6% | $3,689-42.7% | $2,551-17.1% |
| Participant deferral / active EE | $6,442 | $4,036+59.6% | $5,072+27.0% | $4,139+55.6% |
| Admin fee / account holder | $3,766 | $7,146-47.3% | $8,859-57.5% | $7,234-47.9% |