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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 | $120,048 | $94,031+27.7% | $115,768+3.7% | $82,448+45.6% |
| Participation rate | 55.9% | 70.4%-14.5pp | 74.4%-18.5pp | 68.1%-12.2pp |
| Annual return | 14.67% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,752 | $2,323-24.6% | $2,940-40.4% | $2,551-31.3% |
| Participant deferral / active EE | $3,224 | $3,972-18.8% | $4,917-34.4% | $4,139-22.1% |
| Admin fee / account holder | $1,644 | $10,249-84.0% | $12,439-86.8% | $7,234-77.3% |