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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 | $103,058 | $88,672+16.2% | $105,223-2.1% | $82,448+25.0% |
| Participation rate | 41.4% | 67.9%-26.5pp | 75.0%-33.7pp | 68.1%-26.7pp |
| Annual return | 14.12% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,058 | $3,048-32.5% | $3,689-44.2% | $2,551-19.3% |
| Participant deferral / active EE | $4,946 | $4,036+22.5% | $5,072-2.5% | $4,139+19.5% |
| Admin fee / account holder | $998 | $7,146-86.0% | $8,859-88.7% | $7,234-86.2% |