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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 | $126,105 | $102,422+23.1% | $147,117-14.3% | $80,959+55.8% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 15.41% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,859 | $3,717-50.0% | $4,932-62.3% | $2,757-32.6% |
| Participant deferral / active EE | $6,503 | $6,652-2.2% | $8,065-19.4% | $4,300+51.2% |
| Admin fee / account holder | $6,113 | $7,953-23.1% | $12,993-52.9% | $6,925-11.7% |