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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 | $117,324 | $77,816+50.8% | $123,549-5.0% | $64,181+82.8% |
| Participation rate | 44.2% | 74.7%-30.5pp | 82.3%-38.1pp | 69.6%-25.4pp |
| Annual return | 62.60% | 12.49%+50.1pp | 119.20%-56.6pp | 7.63%+55.0pp |
| Employer contribution / active EE | $1,910 | $3,014-36.6% | $4,628-58.7% | $2,381-19.8% |
| Participant deferral / active EE | $2,910 | $5,240-44.5% | $6,426-54.7% | $3,470-16.1% |
| Admin fee / account holder | $1,667 | $5,519-69.8% | $9,284-82.0% | $4,887-65.9% |