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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 | $115,364 | $98,776+16.8% | $149,745-23.0% | $79,856+44.5% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 16.29% | 27.38%-11.1pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,534 | $3,217-52.3% | $4,646-67.0% | $2,471-37.9% |
| Participant deferral / active EE | $3,146 | $5,681-44.6% | $6,843-54.0% | $3,741-15.9% |
| Admin fee / account holder | $1,686 | $6,053-72.1% | $9,312-81.9% | $5,306-68.2% |