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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 | $105,360 | $88,672+18.8% | $105,223+0.1% | $82,448+27.8% |
| Participation rate | 52.7% | 67.9%-15.2pp | 75.0%-22.3pp | 68.1%-15.4pp |
| Annual return | 17.26% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,400 | $3,048-54.1% | $3,689-62.1% | $2,551-45.1% |
| Participant deferral / active EE | $3,321 | $4,036-17.7% | $5,072-34.5% | $4,139-19.8% |
| Admin fee / account holder | $2,624 | $7,146-63.3% | $8,859-70.4% | $7,234-63.7% |