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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 | $122,569 | $81,331+50.7% | $155,534-21.2% | $80,935+51.4% |
| Participation rate | 18.2% | 66.3%-48.1pp | 78.2%-60.0pp | 67.7%-49.5pp |
| Annual return | 14.88% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,055 | $3,105-66.0% | $4,675-77.4% | $2,757-61.7% |
| Participant deferral / active EE | $1,867 | $3,454-45.9% | $5,630-66.8% | $4,299-56.6% |
| Admin fee / account holder | $1,600 | $7,999-80.0% | $15,900-89.9% | $6,924-76.9% |