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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 | $48,284+119.8% | $67,524+57.2% | $80,911+31.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.6%-15.6pp |
| Annual return | 15.84% | 18.27%-2.4pp | 3519.41%-3503.6pp | 35.63%-19.8pp |
| Employer contribution / active EE | $2,110 | $2,021+4.4% | $2,734-22.8% | $2,756-23.4% |
| Participant deferral / active EE | $3,666 | $2,927+25.3% | $4,001-8.4% | $4,297-14.7% |
| Admin fee / account holder | $1,192 | $3,688-67.7% | $4,001-70.2% | $6,935-82.8% |