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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 | $131,386 | $70,684+85.9% | $169,390-22.4% | $75,173+74.8% |
| Participation rate | 37.7% | 64.8%-27.1pp | 77.2%-39.4pp | 67.2%-29.5pp |
| Annual return | 20.75% | 36.38%-15.6pp | 406.07%-385.3pp | 160.72%-140.0pp |
| Employer contribution / active EE | $1,282 | $2,211-42.0% | $4,013-68.0% | $2,671-52.0% |
| Participant deferral / active EE | $4,566 | $4,310+5.9% | $6,222-26.6% | $4,126+10.7% |
| Admin fee / account holder | $3,281 | $5,404-39.3% | $9,015-63.6% | $5,651-41.9% |