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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 | $121,771 | $106,864+13.9% | $147,318-17.3% | $82,637+47.4% |
| Participation rate | 61.5% | 75.5%-14.0pp | 82.1%-20.5pp | 68.1%-6.5pp |
| Annual return | 47.98% | 27.49%+20.5pp | 70.43%-22.5pp | 53.51%-5.5pp |
| Employer contribution / active EE | $1,604 | $3,417-53.1% | $4,593-65.1% | $2,552-37.2% |
| Participant deferral / active EE | $4,605 | $6,496-29.1% | $7,906-41.8% | $4,126+11.6% |
| Admin fee / account holder | $31,649 | $8,415+276.1% | $13,708+130.9% | $7,339+331.3% |