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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 | $126,606 | $76,407+65.7% | $150,298-15.8% | $82,448+53.6% |
| Participation rate | 47.1% | 66.4%-19.3pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 16.67% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,044 | $2,614-60.1% | $4,154-74.9% | $2,551-59.1% |
| Participant deferral / active EE | $2,056 | $3,214-36.0% | $5,453-62.3% | $4,139-50.3% |
| Admin fee / account holder | $1,706 | $6,352-73.1% | $14,116-87.9% | $7,234-76.4% |