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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 | $138,382 | $88,672+56.1% | $105,223+31.5% | $82,448+67.8% |
| Participation rate | 50.6% | 67.9%-17.4pp | 75.0%-24.5pp | 68.1%-17.5pp |
| Annual return | 19.83% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,390 | $3,048-54.4% | $3,689-62.3% | $2,551-45.5% |
| Participant deferral / active EE | $3,849 | $4,036-4.6% | $5,072-24.1% | $4,139-7.0% |
| Admin fee / account holder | $2,249 | $7,146-68.5% | $8,859-74.6% | $7,234-68.9% |