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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 | $119,262 | $88,672+34.5% | $105,223+13.3% | $82,448+44.7% |
| Participation rate | 60.3% | 67.9%-7.6pp | 75.0%-14.7pp | 68.1%-7.8pp |
| Annual return | 14.28% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,972 | $3,048-35.3% | $3,689-46.5% | $2,551-22.7% |
| Participant deferral / active EE | $3,818 | $4,036-5.4% | $5,072-24.7% | $4,139-7.8% |
| Admin fee / account holder | $5,991 | $7,146-16.2% | $8,859-32.4% | $7,234-17.2% |