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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 | $105,490 | $101,950+3.5% | $125,529-16.0% | $86,983+21.3% |
| Participation rate | 42.4% | 70.2%-27.8pp | 74.7%-32.4pp | 69.5%-27.2pp |
| Annual return | 17.49% | 18.29%-0.8pp | 202.56%-185.1pp | 25.83%-8.3pp |
| Employer contribution / active EE | $2,600 | $2,358+10.3% | $3,058-15.0% | $2,584+0.6% |
| Participant deferral / active EE | $3,911 | $3,862+1.3% | $4,813-18.7% | $4,194-6.7% |
| Admin fee / account holder | $5,865 | $12,791-54.1% | $16,298-64.0% | $7,856-25.3% |