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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 | $133,663 | $105,856+26.3% | $90,161+48.2% | $147,586-9.4% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 16.82% | 37.63%-20.8pp | 34.89%-18.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,063 | $4,126-74.3% | $3,318-68.0% | $4,876-78.2% |
| Participant deferral / active EE | $2,126 | $5,733-62.9% | $5,287-59.8% | $5,439-60.9% |
| Admin fee / account holder | $1,699 | $8,046-78.9% | $5,943-71.4% | $10,886-84.4% |