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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 | $100,199 | $58,895+70.1% | $178,503-43.9% | $73,497+36.3% |
| Participation rate | 54.8% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 16.71% | 24.86%-8.2pp | 151.12%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,531 | $2,236-31.5% | $5,011-69.4% | $2,270-32.5% |
| Participant deferral / active EE | $3,282 | $2,567+27.8% | $5,202-36.9% | $3,740-12.2% |
| Admin fee / account holder | $916 | $400+128.9% | $13,987-93.4% | $513+78.6% |