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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 | $127,750 | $60,442+111.4% | $96,754+32.0% | $87,485+46.0% |
| Participation rate | 44.7% | 58.7%-14.0pp | 70.3%-25.5pp | 68.9%-24.2pp |
| Annual return | 20.38% | 21.97%-1.6pp | 82.04%-61.7pp | 26.06%-5.7pp |
| Employer contribution / active EE | $1,931 | $1,691+14.2% | $2,679-27.9% | $2,596-25.6% |
| Participant deferral / active EE | $3,995 | $3,280+21.8% | $4,758-16.0% | $4,274-6.5% |
| Admin fee / account holder | $1,868 | $5,069-63.2% | $8,905-79.0% | $7,775-76.0% |