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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 | $120,114 | $80,763+48.7% | $102,412+17.3% | $74,459+61.3% |
| Participation rate | 22.8% | 65.7%-42.9pp | 74.5%-51.7pp | 67.2%-44.5pp |
| Annual return | 15.82% | 27.57%-11.8pp | 24.94%-9.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,599 | $3,160-49.4% | $3,870-58.7% | $2,626-39.1% |
| Participant deferral / active EE | $2,211 | $3,862-42.7% | $5,060-56.3% | $4,350-49.2% |
| Admin fee / account holder | $7,896 | $2,371+232.9% | $8,388-5.9% | $1,945+306.0% |