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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 | $106,890 | $71,230+50.1% | $93,727+14.0% | $80,959+32.0% |
| Participation rate | 41.1% | 60.4%-19.3pp | 68.7%-27.6pp | 67.7%-26.6pp |
| Annual return | 14.49% | 11.26%+3.2pp | 133.83%-119.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,589 | $1,565+1.5% | $2,421-34.4% | $2,757-42.4% |
| Participant deferral / active EE | $3,944 | $4,037-2.3% | $4,417-10.7% | $4,300-8.3% |
| Admin fee / account holder | $17,486 | $6,961+151.2% | $8,292+110.9% | $6,925+152.5% |