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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 | $115,816 | $88,672+30.6% | $105,223+10.1% | $82,448+40.5% |
| Participation rate | 40.4% | 67.9%-27.5pp | 75.0%-34.6pp | 68.1%-27.6pp |
| Annual return | 16.13% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,014 | $3,048-33.9% | $3,689-45.4% | $2,551-21.0% |
| Participant deferral / active EE | $4,906 | $4,036+21.6% | $5,072-3.3% | $4,139+18.5% |
| Admin fee / account holder | $4,508 | $7,146-36.9% | $8,859-49.1% | $7,234-37.7% |