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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 | $105,284+5.7% | $150,734-26.2% | $94,015+18.4% |
| Participation rate | 39.2% | 71.7%-32.5pp | 78.4%-39.2pp | 70.8%-31.6pp |
| Annual return | 16.00% | 15.67%+0.3pp | 600.81%-584.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,035 | $3,599-43.5% | $4,918-58.6% | $2,790-27.1% |
| Participant deferral / active EE | $4,448 | $4,274+4.1% | $5,610-20.7% | $4,249+4.7% |
| Admin fee / account holder | $6,168 | $9,839-37.3% | $14,905-58.6% | $8,951-31.1% |