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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 | $115,728 | $94,031+23.1% | $115,7680% | $82,448+40.4% |
| Participation rate | 54.5% | 70.4%-15.9pp | 74.4%-19.8pp | 68.1%-13.5pp |
| Annual return | 15.73% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,256 | $2,323-46.0% | $2,940-57.3% | $2,551-50.8% |
| Participant deferral / active EE | $2,619 | $3,972-34.1% | $4,917-46.7% | $4,139-36.7% |
| Admin fee / account holder | $7,957 | $10,249-22.4% | $12,439-36.0% | $7,234+10.0% |