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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 | $122,310 | $78,707+55.4% | $117,861+3.8% | $70,126+74.4% |
| Participation rate | 27.4% | 73.2%-45.8pp | 79.7%-52.2pp | 69.5%-42.1pp |
| Annual return | 12.63% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.5pp |
| Employer contribution / active EE | $811 | $2,223-63.5% | $3,786-78.6% | $2,343-65.4% |
| Participant deferral / active EE | $1,807 | $3,297-45.2% | $4,482-59.7% | $3,332-45.8% |
| Admin fee / account holder | $882 | $5,066-82.6% | $8,021-89.0% | $4,645-81.0% |