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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 | $108,041 | $89,259+21.0% | $107,187+0.8% | $82,637+30.7% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 16.35% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,901 | $3,080-38.3% | $3,782-49.7% | $2,552-25.5% |
| Participant deferral / active EE | $4,122 | $4,037+2.1% | $5,096-19.1% | $4,126-0.1% |
| Admin fee / account holder | $5,802 | $7,381-21.4% | $9,162-36.7% | $7,339-20.9% |