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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 | $124,375 | $91,559+35.8% | $133,978-7.2% | $79,856+55.7% |
| Participation rate | 35.0% | 73.3%-38.3pp | 79.8%-44.8pp | 69.6%-34.6pp |
| Annual return | 14.81% | 61.85%-47.0pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,110 | $2,384-53.4% | $3,919-71.7% | $2,471-55.1% |
| Participant deferral / active EE | $2,012 | $3,734-46.1% | $5,047-60.1% | $3,741-46.2% |
| Admin fee / account holder | $3,116 | $6,321-50.7% | $8,930-65.1% | $5,306-41.3% |