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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 | $124,665 | $407,956-69.4% | $299,830-58.4% | $198,609-37.2% |
| Participation rate | 42.9% | 83.3%-40.5pp | 78.5%-35.7pp | 82.4%-39.5pp |
| Annual return | 19.09% | 6.66%+12.4pp | 10.58%+8.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $3,196 | $7,661-58.3% | $5,842-45.3% | $5,055-36.8% |
| Participant deferral / active EE | $7,578 | $8,628-12.2% | $7,038+7.7% | $6,977+8.6% |
| Admin fee / account holder | $1,355 | $73,031-98.1% | $50,982-97.3% | $19,030-92.9% |