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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 | $83,369+41.2% | $105,223+11.9% | $67,986+73.2% |
| Participation rate | 19.0% | 56.3%-37.3pp | 75.0%-56.1pp | 57.2%-38.2pp |
| Annual return | 16.27% | 24.64%-8.4pp | 180.65%-164.4pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,526 | $2,541-39.9% | $3,689-58.6% | $2,019-24.4% |
| Participant deferral / active EE | $1,709 | $3,295-48.1% | $5,072-66.3% | $3,358-49.1% |
| Admin fee / account holder | $2,456 | $4,073-39.7% | $8,859-72.3% | $3,203-23.3% |