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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 | $81,233+50.9% | $155,567-21.2% | $80,874+51.6% |
| Participation rate | 18.2% | 66.2%-48.1pp | 78.2%-60.0pp | 67.6%-49.5pp |
| Annual return | 14.88% | 33.33%-18.4pp | 64.74%-49.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,055 | $3,101-66.0% | $4,674-77.4% | $2,756-61.7% |
| Participant deferral / active EE | $1,867 | $3,452-45.9% | $5,628-66.8% | $4,297-56.5% |
| Admin fee / account holder | $1,600 | $7,998-80.0% | $15,916-89.9% | $6,935-76.9% |