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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 | $136,156 | $88,672+53.5% | $105,223+29.4% | $82,448+65.1% |
| Participation rate | 52.6% | 67.9%-15.3pp | 75.0%-22.4pp | 68.1%-15.4pp |
| Annual return | 20.19% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,296 | $3,048-24.7% | $3,689-37.8% | $2,551-10.0% |
| Participant deferral / active EE | $3,858 | $4,036-4.4% | $5,072-23.9% | $4,139-6.8% |
| Admin fee / account holder | $1,102 | $7,146-84.6% | $8,859-87.6% | $7,234-84.8% |