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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 | $132,666 | $91,559+44.9% | $133,978-1.0% | $79,856+66.1% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 13.50% | 61.85%-48.4pp | 45.10%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,681 | $2,384-29.5% | $3,919-57.1% | $2,471-32.0% |
| Participant deferral / active EE | $3,913 | $3,734+4.8% | $5,047-22.5% | $3,741+4.6% |
| Admin fee / account holder | $2,304 | $6,321-63.6% | $8,930-74.2% | $5,306-56.6% |