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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 | $101,616 | $78,636+29.2% | $105,607-3.8% | $74,459+36.5% |
| Participation rate | 42.6% | 72.8%-30.2pp | 75.3%-32.7pp | 67.2%-24.6pp |
| Annual return | 16.75% | 15.96%+0.8pp | 116.11%-99.4pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $2,411 | $2,523-4.4% | $3,167-23.9% | $2,626-8.2% |
| Participant deferral / active EE | $3,613 | $4,322-16.4% | $5,011-27.9% | $4,350-16.9% |
| Admin fee / account holder | $3,555 | $2,220+60.1% | $10,958-67.6% | $1,945+82.8% |