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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 | $114,095 | $101,950+11.9% | $125,529-9.1% | $86,983+31.2% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 69.5%-12.4pp |
| Annual return | 13.84% | 18.29%-4.4pp | 202.56%-188.7pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,103 | $2,358-10.8% | $3,058-31.2% | $2,584-18.6% |
| Participant deferral / active EE | $2,882 | $3,862-25.4% | $4,813-40.1% | $4,194-31.3% |
| Admin fee / account holder | $12,085 | $12,791-5.5% | $16,298-25.8% | $7,856+53.8% |