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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 | $120,756 | $88,672+36.2% | $105,223+14.8% | $82,448+46.5% |
| Participation rate | 46.9% | 67.9%-21.0pp | 75.0%-28.2pp | 68.1%-21.2pp |
| Annual return | 14.04% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,893 | $3,048-37.9% | $3,689-48.7% | $2,551-25.8% |
| Participant deferral / active EE | $3,096 | $4,036-23.3% | $5,072-39.0% | $4,139-25.2% |
| Admin fee / account holder | $10,474 | $7,146+46.6% | $8,859+18.2% | $7,234+44.8% |