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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 | $105,414 | $90,170+16.9% | $150,734-30.1% | $69,733+51.2% |
| Participation rate | 39.9% | 60.2%-20.4pp | 78.4%-38.6pp | 62.5%-22.6pp |
| Annual return | 14.61% | 16.56%-2.0pp | 600.81%-586.2pp | 15.22%-0.6pp |
| Employer contribution / active EE | $1,642 | $3,428-52.1% | $4,918-66.6% | $2,250-27.0% |
| Participant deferral / active EE | $2,967 | $3,086-3.9% | $5,610-47.1% | $3,054-2.9% |
| Admin fee / account holder | $6,337 | $4,600+37.8% | $14,905-57.5% | $3,102+104.3% |