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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 | $96,731+13.7% | $123,973-11.3% | $86,983+26.4% |
| Participation rate | 41.0% | 70.0%-29.0pp | 76.7%-35.6pp | 69.5%-28.5pp |
| Annual return | 16.66% | 17.33%-0.7pp | 388.13%-371.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,459 | $3,297-55.8% | $4,126-64.6% | $2,584-43.6% |
| Participant deferral / active EE | $3,383 | $4,152-18.5% | $5,247-35.5% | $4,194-19.3% |
| Admin fee / account holder | $1,527 | $8,722-82.5% | $11,799-87.1% | $7,856-80.6% |