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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 | $126,293 | $76,383+65.3% | $121,663+3.8% | $64,340+96.3% |
| Participation rate | 37.0% | 60.4%-23.4pp | 74.5%-37.5pp | 55.2%-18.2pp |
| Annual return | 16.93% | 16.98%-0.1pp | 147.54%-130.6pp | 24.14%-7.2pp |
| Employer contribution / active EE | $985 | $1,943-49.3% | $3,020-67.4% | $1,862-47.1% |
| Participant deferral / active EE | $3,950 | $3,149+25.4% | $4,887-19.2% | $2,980+32.5% |
| Admin fee / account holder | $7,270 | $4,142+75.5% | $14,289-49.1% | $3,703+96.3% |