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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 | $116,469 | $88,672+31.3% | $105,223+10.7% | $82,448+41.3% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 16.83% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $3,179 | $3,048+4.3% | $3,689-13.8% | $2,551+24.6% |
| Participant deferral / active EE | $4,285 | $4,036+6.2% | $5,072-15.5% | $4,139+3.5% |
| Admin fee / account holder | $4,182 | $7,146-41.5% | $8,859-52.8% | $7,234-42.2% |