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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 | $117,737 | $83,843+40.4% | $123,973-5.0% | $65,306+80.3% |
| Participation rate | 19.0% | 56.0%-37.0pp | 76.7%-57.7pp | 57.7%-38.7pp |
| Annual return | 16.27% | 19.87%-3.6pp | 388.13%-371.9pp | 21.94%-5.7pp |
| Employer contribution / active EE | $1,526 | $2,873-46.9% | $4,126-63.0% | $1,967-22.4% |
| Participant deferral / active EE | $1,709 | $2,997-43.0% | $5,247-67.4% | $2,959-42.3% |
| Admin fee / account holder | $2,456 | $4,735-48.1% | $11,799-79.2% | $3,480-29.4% |