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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 | $101,566 | $90,400+12.4% | $186,193-45.5% | $87,485+16.1% |
| Participation rate | 52.3% | 66.2%-13.9pp | 77.1%-24.8pp | 68.9%-16.7pp |
| Annual return | 16.55% | 22.15%-5.6pp | 78.03%-61.5pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,788 | $2,170+28.4% | $3,918-28.9% | $2,596+7.4% |
| Participant deferral / active EE | $3,240 | $4,330-25.2% | $6,513-50.3% | $4,274-24.2% |
| Admin fee / account holder | $3,964 | $8,673-54.3% | $11,058-64.2% | $7,775-49.0% |