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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 | $96,731+13.9% | $123,973-11.2% | $86,983+26.6% |
| Participation rate | 44.0% | 70.0%-26.0pp | 76.7%-32.7pp | 69.5%-25.5pp |
| Annual return | 14.40% | 17.33%-2.9pp | 388.13%-373.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,172 | $3,297-64.4% | $4,126-71.6% | $2,584-54.6% |
| Participant deferral / active EE | $4,957 | $4,152+19.4% | $5,247-5.5% | $4,194+18.2% |
| Admin fee / account holder | $3,649 | $8,722-58.2% | $11,799-69.1% | $7,856-53.6% |