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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 | $105,442 | $91,198+15.6% | $178,503-40.9% | $79,856+32.0% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | 17.34% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,599 | $3,257-50.9% | $5,011-68.1% | $2,471-35.3% |
| Participant deferral / active EE | $4,551 | $3,237+40.6% | $5,202-12.5% | $3,741+21.7% |
| Admin fee / account holder | $3,347 | $6,748-50.4% | $13,987-76.1% | $5,306-36.9% |