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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 | $132,445 | $89,259+48.4% | $107,187+23.6% | $82,637+60.3% |
| Participation rate | 28.0% | 67.9%-39.9pp | 75.0%-47.0pp | 68.1%-40.1pp |
| Annual return | 16.67% | 21.02%-4.4pp | 204.55%-187.9pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,078 | $3,080-65.0% | $3,782-71.5% | $2,552-57.8% |
| Participant deferral / active EE | $3,086 | $4,037-23.6% | $5,096-39.4% | $4,126-25.2% |
| Admin fee / account holder | $4,738 | $7,381-35.8% | $9,162-48.3% | $7,339-35.4% |