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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 | $71,057+50.4% | $93,654+14.1% | $80,874+32.2% |
| Participation rate | 41.1% | 60.4%-19.3pp | 68.7%-27.6pp | 67.6%-26.6pp |
| Annual return | 14.49% | 11.26%+3.2pp | 133.34%-118.9pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,589 | $1,564+1.6% | $2,421-34.4% | $2,756-42.3% |
| Participant deferral / active EE | $3,944 | $4,034-2.2% | $4,413-10.6% | $4,297-8.2% |
| Admin fee / account holder | $17,486 | $6,944+151.8% | $8,282+111.1% | $6,935+152.1% |