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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 | $115,652 | $99,875+15.8% | $146,866-21.3% | $86,983+33.0% |
| Participation rate | 45.0% | 75.8%-30.8pp | 82.5%-37.5pp | 69.5%-24.5pp |
| Annual return | 21.62% | 28.10%-6.5pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $7,737 | $3,224+140.0% | $4,425+74.9% | $2,584+199.4% |
| Participant deferral / active EE | $4,320 | $6,322-31.7% | $7,759-44.3% | $4,194+3.0% |
| Admin fee / account holder | $2,084 | $7,838-73.4% | $13,620-84.7% | $7,856-73.5% |