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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 | $140,402 | $89,259+57.3% | $107,187+31.0% | $82,637+69.9% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 16.74% | 21.02%-4.3pp | 204.55%-187.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,483 | $3,080-51.9% | $3,782-60.8% | $2,552-41.9% |
| Participant deferral / active EE | $3,642 | $4,037-9.8% | $5,096-28.5% | $4,126-11.7% |
| Admin fee / account holder | $1,564 | $7,381-78.8% | $9,162-82.9% | $7,339-78.7% |