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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 | $111,275 | $88,672+25.5% | $105,223+5.8% | $82,448+35.0% |
| Participation rate | 39.2% | 67.9%-28.7pp | 75.0%-35.8pp | 68.1%-28.9pp |
| Annual return | 16.00% | 30.86%-14.9pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,035 | $3,048-33.2% | $3,689-44.8% | $2,551-20.2% |
| Participant deferral / active EE | $4,448 | $4,036+10.2% | $5,072-12.3% | $4,139+7.5% |
| Admin fee / account holder | $6,168 | $7,146-13.7% | $8,859-30.4% | $7,234-14.7% |