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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 | $120,545 | $78,690+53.2% | $161,489-25.4% | $87,485+37.8% |
| Participation rate | 37.0% | 67.5%-30.4pp | 78.7%-41.7pp | 68.9%-31.9pp |
| Annual return | 18.27% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,202 | $2,588-53.6% | $4,268-71.8% | $2,596-53.7% |
| Participant deferral / active EE | $3,717 | $3,311+12.3% | $5,630-34.0% | $4,274-13.0% |
| Admin fee / account holder | $23,612 | $6,724+251.2% | $16,006+47.5% | $7,775+203.7% |