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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 | $101,726 | $88,672+14.7% | $105,223-3.3% | $82,448+23.4% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 15.58% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,238 | $3,048-26.6% | $3,689-39.3% | $2,551-12.3% |
| Participant deferral / active EE | $5,073 | $4,036+25.7% | $5,0720% | $4,139+22.6% |
| Admin fee / account holder | $2,895 | $7,146-59.5% | $8,859-67.3% | $7,234-60.0% |