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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 | $92,005 | $55,457+65.9% | $77,361+18.9% | $94,015-2.1% |
| Participation rate | 57.1% | 69.8%-12.7pp | 75.0%-17.8pp | 70.8%-13.7pp |
| Annual return | 11.73% | 15.57%-3.8pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $2,105 | $2,255-6.7% | $2,990-29.6% | $2,790-24.6% |
| Participant deferral / active EE | $3,694 | $3,069+20.4% | $3,911-5.5% | $4,249-13.1% |
| Admin fee / account holder | $11,316 | $4,334+161.1% | $5,894+92.0% | $8,951+26.4% |