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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 | $106,152 | $48,327+119.7% | $67,575+57.1% | $80,935+31.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.7%-15.7pp |
| Annual return | 15.84% | 18.31%-2.5pp | 3528.98%-3513.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,110 | $2,022+4.4% | $2,736-22.9% | $2,757-23.4% |
| Participant deferral / active EE | $3,666 | $2,927+25.2% | $4,003-8.4% | $4,299-14.7% |
| Admin fee / account holder | $1,192 | $3,692-67.7% | $3,993-70.1% | $6,924-82.8% |