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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 | $111,614 | $115,225-3.1% | $100,712+10.8% | $138,895-19.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 20.37% | 40.35%-20.0pp | 33.27%-12.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,704 | $2,771-38.5% | $2,313-26.3% | $4,194-59.4% |
| Participant deferral / active EE | $5,700 | $4,699+21.3% | $4,085+39.5% | $6,396-10.9% |
| Admin fee / account holder | $642 | $10,844-94.1% | $9,256-93.1% | $12,562-94.9% |