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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 | $109,478 | $49,976+119.1% | $66,674+64.2% | $82,637+32.5% |
| Participation rate | 46.9% | 63.1%-16.2pp | 73.7%-26.8pp | 68.1%-21.2pp |
| Annual return | 15.12% | 39.09%-24.0pp | 321.24%-306.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,684 | $1,988-15.3% | $2,620-35.7% | $2,552-34.0% |
| Participant deferral / active EE | $4,112 | $2,847+44.5% | $4,084+0.7% | $4,126-0.3% |
| Admin fee / account holder | $5,035 | $4,594+9.6% | $5,098-1.2% | $7,339-31.4% |