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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 | $95,691 | $70,435+35.9% | $96,575-0.9% | $85,856+11.5% |
| Participation rate | 45.9% | 61.8%-15.9pp | 69.8%-23.9pp | 69.3%-23.4pp |
| Annual return | 14.95% | 18.59%-3.6pp | 37.79%-22.8pp | 318.58%-303.6pp |
| Employer contribution / active EE | $2,215 | $1,413+56.8% | $2,357-6.0% | $2,565-13.6% |
| Participant deferral / active EE | $4,017 | $2,894+38.8% | $3,849+4.4% | $3,952+1.6% |
| Admin fee / account holder | $4,379 | $4,997-12.4% | $6,182-29.2% | $6,261-30.1% |