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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 | $101,950+17.8% | $125,529-4.4% | $86,983+38.0% |
| Participation rate | 55.9% | 70.2%-14.3pp | 74.7%-18.8pp | 69.5%-13.7pp |
| Annual return | 14.67% | 18.29%-3.6pp | 202.56%-187.9pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,752 | $2,358-25.7% | $3,058-42.7% | $2,584-32.2% |
| Participant deferral / active EE | $3,224 | $3,862-16.5% | $4,813-33.0% | $4,194-23.1% |
| Admin fee / account holder | $1,644 | $12,791-87.1% | $16,298-89.9% | $7,856-79.1% |