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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 | $127,298 | $61,125+108.3% | $94,057+35.3% | $87,485+45.5% |
| Participation rate | 24.4% | 64.1%-39.7pp | 73.3%-49.0pp | 68.9%-44.5pp |
| Annual return | 15.83% | 35.20%-19.4pp | 480.62%-464.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $617 | $2,136-71.1% | $2,933-79.0% | $2,596-76.2% |
| Participant deferral / active EE | $1,622 | $3,260-50.2% | $4,709-65.6% | $4,274-62.0% |
| Admin fee / account holder | $1,010 | $5,629-82.0% | $7,244-86.1% | $7,775-87.0% |