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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 | $112,780 | $86,294+30.7% | $111,303+1.3% | $85,856+31.4% |
| Participation rate | 53.4% | 73.3%-19.9pp | 77.3%-23.9pp | 69.3%-15.9pp |
| Annual return | 16.48% | 19.99%-3.5pp | 54.66%-38.2pp | 318.58%-302.1pp |
| Employer contribution / active EE | $1,233 | $2,043-39.7% | $2,731-54.9% | $2,565-51.9% |
| Participant deferral / active EE | $2,419 | $3,641-33.6% | $4,487-46.1% | $3,952-38.8% |
| Admin fee / account holder | $9,627 | $8,189+17.6% | $7,966+20.8% | $6,261+53.8% |