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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 | $139,591 | $89,259+56.4% | $107,187+30.2% | $82,637+68.9% |
| Participation rate | 40.5% | 67.9%-27.4pp | 75.0%-34.5pp | 68.1%-27.5pp |
| Annual return | 20.12% | 21.02%-0.9pp | 204.55%-184.4pp | 53.51%-33.4pp |
| Employer contribution / active EE | $2,275 | $3,080-26.1% | $3,782-39.9% | $2,552-10.9% |
| Participant deferral / active EE | $4,876 | $4,037+20.8% | $5,096-4.3% | $4,126+18.2% |
| Admin fee / account holder | $1,108 | $7,381-85.0% | $9,162-87.9% | $7,339-84.9% |