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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 | $100,053 | $97,125+3.0% | $86,233+16.0% | $137,256-27.1% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 16.07% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,952 | $2,841-31.3% | $2,504-22.0% | $4,156-53.0% |
| Participant deferral / active EE | $5,451 | $5,180+5.2% | $4,559+19.6% | $6,407-14.9% |
| Admin fee / account holder | $10,523 | $9,725+8.2% | $8,342+26.1% | $12,270-14.2% |