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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 | $120,864 | $106,749+13.2% | $145,433-16.9% | $82,448+46.6% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 17.16% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,898 | $3,444-44.9% | $4,554-58.3% | $2,551-25.6% |
| Participant deferral / active EE | $3,647 | $6,519-44.1% | $7,897-53.8% | $4,139-11.9% |
| Admin fee / account holder | $5,251 | $8,390-37.4% | $13,129-60.0% | $7,234-27.4% |