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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 | $130,818 | $65,361+100.1% | $92,903+40.8% | $72,983+79.2% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.0%-16.7pp | 69.5%-10.2pp |
| Annual return | 19.91% | 42.11%-22.2pp | 109.43%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,099 | $2,594-57.6% | $3,653-69.9% | $2,440-55.0% |
| Participant deferral / active EE | $2,686 | $3,128-14.2% | $4,238-36.6% | $3,608-25.6% |
| Admin fee / account holder | $2,513 | $4,251-40.9% | $5,795-56.6% | $5,124-51.0% |