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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 | $110,015 | $78,682+39.8% | $109,188+0.8% | $85,851+28.1% |
| Participation rate | 45.8% | 68.3%-22.4pp | 75.9%-30.0pp | 69.3%-23.5pp |
| Annual return | 12.78% | 25.09%-12.3pp | 25.76%-13.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $871 | $2,734-68.1% | $3,723-76.6% | $2,565-66.0% |
| Participant deferral / active EE | $4,011 | $3,468+15.7% | $4,654-13.8% | $3,952+1.5% |
| Admin fee / account holder | $10,989 | $5,470+100.9% | $6,755+62.7% | $6,261+75.5% |