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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 | $110,129 | $88,672+24.2% | $105,223+4.7% | $82,448+33.6% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 14.40% | 30.86%-16.5pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,172 | $3,048-61.5% | $3,689-68.2% | $2,551-54.0% |
| Participant deferral / active EE | $4,957 | $4,036+22.8% | $5,072-2.3% | $4,139+19.7% |
| Admin fee / account holder | $3,649 | $7,146-48.9% | $8,859-58.8% | $7,234-49.6% |