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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 | $106,031 | $78,682+34.8% | $109,188-2.9% | $85,851+23.5% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 14.58% | 25.09%-10.5pp | 25.76%-11.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $1,976 | $2,734-27.7% | $3,723-46.9% | $2,565-23.0% |
| Participant deferral / active EE | $4,641 | $3,468+33.8% | $4,654-0.3% | $3,952+17.4% |
| Admin fee / account holder | $3,600 | $5,470-34.2% | $6,755-46.7% | $6,261-42.5% |