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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 | $108,486 | $51,222+111.8% | $70,544+53.8% | $75,173+44.3% |
| Participation rate | 40.0% | 61.0%-21.0pp | 68.4%-28.4pp | 67.2%-27.2pp |
| Annual return | 16.07% | 30.06%-14.0pp | 32.79%-16.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,758 | $1,827-3.8% | $2,976-40.9% | $2,671-34.2% |
| Participant deferral / active EE | $4,068 | $2,850+42.7% | $4,568-11.0% | $4,126-1.4% |
| Admin fee / account holder | $10,125 | $4,096+147.2% | $6,427+57.5% | $5,651+79.2% |