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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 | $106,833 | $88,672+20.5% | $105,223+1.5% | $82,448+29.6% |
| Participation rate | 24.2% | 67.9%-43.7pp | 75.0%-50.8pp | 68.1%-43.8pp |
| Annual return | 21.76% | 30.86%-9.1pp | 180.65%-158.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,793 | $3,048-41.2% | $3,689-51.4% | $2,551-29.7% |
| Participant deferral / active EE | $2,451 | $4,036-39.3% | $5,072-51.7% | $4,139-40.8% |
| Admin fee / account holder | $1,449 | $7,146-79.7% | $8,859-83.6% | $7,234-80.0% |