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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 | $93,345+24.1% | $119,126-2.8% | $87,485+32.4% |
| Participation rate | 40.4% | 68.7%-28.3pp | 75.8%-35.3pp | 68.9%-28.5pp |
| Annual return | 16.13% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,014 | $3,172-36.5% | $4,034-50.1% | $2,596-22.4% |
| Participant deferral / active EE | $4,906 | $4,099+19.7% | $5,318-7.7% | $4,274+14.8% |
| Admin fee / account holder | $4,508 | $8,039-43.9% | $10,693-57.8% | $7,775-42.0% |