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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 | $114,442 | $87,225+31.2% | $158,226-27.7% | $94,015+21.7% |
| Participation rate | 53.8% | 67.9%-14.1pp | 74.8%-21.0pp | 70.8%-17.0pp |
| Annual return | 18.03% | 16.34%+1.7pp | 501.41%-483.4pp | 17.84%+0.2pp |
| Employer contribution / active EE | $2,216 | $2,2170% | $2,986-25.8% | $2,790-20.6% |
| Participant deferral / active EE | $4,219 | $3,405+23.9% | $4,317-2.3% | $4,249-0.7% |
| Admin fee / account holder | $3,063 | $7,888-61.2% | $10,217-70.0% | $8,951-65.8% |