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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 | $107,287 | $90,170+19.0% | $150,734-28.8% | $69,733+53.9% |
| Participation rate | 37.4% | 60.2%-22.8pp | 78.4%-41.1pp | 62.5%-25.1pp |
| Annual return | 13.48% | 16.56%-3.1pp | 600.81%-587.3pp | 15.22%-1.7pp |
| Employer contribution / active EE | $690 | $3,428-79.9% | $4,918-86.0% | $2,250-69.4% |
| Participant deferral / active EE | $3,152 | $3,086+2.1% | $5,610-43.8% | $3,054+3.2% |
| Admin fee / account holder | $10,910 | $4,600+137.2% | $14,905-26.8% | $3,102+251.7% |