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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 | $119,075 | $87,060+36.8% | $105,591+12.8% | $80,911+47.2% |
| Participation rate | 60.9% | 70.4%-9.5pp | 75.3%-14.3pp | 67.6%-6.7pp |
| Annual return | 13.86% | 17.05%-3.2pp | 116.43%-102.6pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,271 | $2,396-46.9% | $3,166-59.8% | $2,756-53.9% |
| Participant deferral / active EE | $3,429 | $3,986-14.0% | $5,008-31.5% | $4,297-20.2% |
| Admin fee / account holder | $18,868 | $8,442+123.5% | $11,024+71.2% | $6,935+172.1% |