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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 | $105,576 | $55,902+88.9% | $76,030+38.9% | $80,959+30.4% |
| Participation rate | 54.2% | 62.1%-7.8pp | 69.1%-14.8pp | 67.7%-13.4pp |
| Annual return | 14.19% | 20.59%-6.4pp | 361.54%-347.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,349 | $1,867-27.7% | $2,688-49.8% | $2,757-51.1% |
| Participant deferral / active EE | $3,435 | $3,051+12.6% | $4,257-19.3% | $4,300-20.1% |
| Admin fee / account holder | $630 | $5,239-88.0% | $6,421-90.2% | $6,925-90.9% |