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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 | $73,107+56.5% | $114,563-0.1% | $87,485+30.8% |
| Participation rate | 53.8% | 65.8%-11.9pp | 72.9%-19.1pp | 68.9%-15.1pp |
| Annual return | 18.03% | 19.47%-1.4pp | 241.09%-223.1pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,216 | $1,881+17.8% | $2,592-14.5% | $2,596-14.7% |
| Participant deferral / active EE | $4,219 | $3,144+34.2% | $4,142+1.9% | $4,274-1.3% |
| Admin fee / account holder | $3,063 | $5,770-46.9% | $7,623-59.8% | $7,775-60.6% |