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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 | $135,037 | $64,324+109.9% | $118,914+13.6% | $79,856+69.1% |
| Participation rate | 36.2% | 64.9%-28.6pp | 75.4%-39.2pp | 69.6%-33.4pp |
| Annual return | 18.29% | 86.45%-68.2pp | 35.89%-17.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,018 | $1,836-44.6% | $3,264-68.8% | $2,471-58.8% |
| Participant deferral / active EE | $2,547 | $2,824-9.8% | $4,266-40.3% | $3,741-31.9% |
| Admin fee / account holder | $3,275 | $4,040-18.9% | $6,582-50.2% | $5,306-38.3% |