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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 | $111,843 | $89,364+25.2% | $141,177-20.8% | $72,983+53.2% |
| Participation rate | 58.5% | 75.1%-16.6pp | 82.5%-23.9pp | 69.5%-11.0pp |
| Annual return | 27.04% | 111.86%-84.8pp | 71.40%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $2,107 | $3,115-32.4% | $4,736-55.5% | $2,440-13.6% |
| Participant deferral / active EE | $3,727 | $5,419-31.2% | $6,710-44.5% | $3,608+3.3% |
| Admin fee / account holder | $2,263 | $5,959-62.0% | $10,263-78.0% | $5,124-55.8% |