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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 | $109,081 | $53,128+105.3% | $86,581+26.0% | $70,124+55.6% |
| Participation rate | 32.0% | 65.3%-33.3pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 17.80% | 27.66%-9.9pp | 965.06%-947.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,088 | $2,068-47.4% | $2,840-61.7% | $2,342-53.5% |
| Participant deferral / active EE | $2,569 | $2,695-4.7% | $3,609-28.8% | $3,332-22.9% |
| Admin fee / account holder | $2,006 | $3,584-44.0% | $4,904-59.1% | $4,645-56.8% |