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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 | $123,710 | $93,345+32.5% | $119,126+3.8% | $87,485+41.4% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 15.43% | 19.08%-3.6pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,530 | $3,172-51.8% | $4,034-62.1% | $2,596-41.1% |
| Participant deferral / active EE | $3,359 | $4,099-18.0% | $5,318-36.8% | $4,274-21.4% |
| Admin fee / account holder | $1,345 | $8,039-83.3% | $10,693-87.4% | $7,775-82.7% |