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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 | $110,104 | $50,082+119.8% | $93,406+17.9% | $79,858+37.9% |
| Participation rate | 37.0% | 60.9%-23.9pp | 66.8%-29.8pp | 69.6%-32.6pp |
| Annual return | 14.34% | 24.59%-10.2pp | 78.05%-63.7pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,334 | $1,303+2.3% | $2,075-35.7% | $2,471-46.0% |
| Participant deferral / active EE | $1,740 | $2,212-21.3% | $3,126-44.3% | $3,740-53.5% |
| Admin fee / account holder | $2,283 | $3,454-33.9% | $5,230-56.3% | $5,306-57.0% |