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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 | $117,301 | $91,559+28.1% | $133,959-12.4% | $79,858+46.9% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 36.27% | 61.85%-25.6pp | 45.09%-8.8pp | 31.72%+4.6pp |
| Employer contribution / active EE | $1,365 | $2,384-42.7% | $3,919-65.2% | $2,471-44.7% |
| Participant deferral / active EE | $2,015 | $3,734-46.0% | $5,047-60.1% | $3,740-46.1% |
| Admin fee / account holder | $6,522 | $6,321+3.2% | $8,928-26.9% | $5,306+22.9% |