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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 | $109,946 | $88,672+24.0% | $105,223+4.5% | $82,448+33.4% |
| Participation rate | 41.0% | 67.9%-26.9pp | 75.0%-34.0pp | 68.1%-27.0pp |
| Annual return | 16.66% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,459 | $3,048-52.1% | $3,689-60.5% | $2,551-42.8% |
| Participant deferral / active EE | $3,383 | $4,036-16.2% | $5,072-33.3% | $4,139-18.3% |
| Admin fee / account holder | $1,527 | $7,146-78.6% | $8,859-82.8% | $7,234-78.9% |