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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 | $138,434 | $96,731+43.1% | $123,973+11.7% | $86,983+59.2% |
| Participation rate | 63.9% | 70.0%-6.1pp | 76.7%-12.8pp | 69.5%-5.7pp |
| Annual return | 16.24% | 17.33%-1.1pp | 388.13%-371.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,921 | $3,297-41.7% | $4,126-53.4% | $2,584-25.7% |
| Participant deferral / active EE | $4,827 | $4,152+16.2% | $5,247-8.0% | $4,194+15.1% |
| Admin fee / account holder | $15,245 | $8,722+74.8% | $11,799+29.2% | $7,856+94.1% |