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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 | $99,630 | $81,358+22.5% | $155,556-36.0% | $80,959+23.1% |
| Participation rate | 46.7% | 66.3%-19.6pp | 78.2%-31.6pp | 67.7%-21.0pp |
| Annual return | 11.86% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,491 | $3,106+12.4% | $4,675-25.3% | $2,757+26.6% |
| Participant deferral / active EE | $4,141 | $3,455+19.8% | $5,631-26.5% | $4,300-3.7% |
| Admin fee / account holder | $1,946 | $7,994-75.7% | $15,885-87.8% | $6,925-71.9% |