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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 | $122,397 | $88,672+38.0% | $105,223+16.3% | $82,448+48.5% |
| Participation rate | 32.8% | 67.9%-35.1pp | 75.0%-42.3pp | 68.1%-35.3pp |
| Annual return | 20.52% | 30.86%-10.3pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,023 | $3,048-66.4% | $3,689-72.3% | $2,551-59.9% |
| Participant deferral / active EE | $2,749 | $4,036-31.9% | $5,072-45.8% | $4,139-33.6% |
| Admin fee / account holder | $4,375 | $7,146-38.8% | $8,859-50.6% | $7,234-39.5% |