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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 | $101,497 | $76,407+32.8% | $150,298-32.5% | $82,448+23.1% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 14.55% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,443 | $2,614-44.8% | $4,154-65.3% | $2,551-43.4% |
| Participant deferral / active EE | $4,803 | $3,214+49.4% | $5,453-11.9% | $4,139+16.0% |
| Admin fee / account holder | $7,663 | $6,352+20.6% | $14,116-45.7% | $7,234+5.9% |