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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 | $120,377 | $78,690+53.0% | $161,489-25.5% | $87,485+37.6% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 18.49% | 32.74%-14.3pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,311 | $2,588-49.4% | $4,268-69.3% | $2,596-49.5% |
| Participant deferral / active EE | $4,749 | $3,311+43.4% | $5,630-15.7% | $4,274+11.1% |
| Admin fee / account holder | $1,435 | $6,724-78.7% | $16,006-91.0% | $7,775-81.5% |