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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 | $104,623 | $45,043+132.3% | $85,063+23.0% | $74,400+40.6% |
| Participation rate | 33.8% | 49.4%-15.6pp | 67.5%-33.7pp | 67.2%-33.5pp |
| Annual return | 12.90% | 26.26%-13.4pp | 66.54%-53.6pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $1,473 | $1,458+1.1% | $2,727-46.0% | $2,624-43.9% |
| Participant deferral / active EE | $3,128 | $2,733+14.5% | $4,523-30.8% | $4,348-28.1% |
| Admin fee / account holder | $998 | $2,210-54.8% | $6,155-83.8% | $1,944-48.6% |