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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 | $142,676 | $93,345+52.8% | $119,126+19.8% | $87,485+63.1% |
| Participation rate | 51.4% | 68.7%-17.4pp | 75.8%-24.4pp | 68.9%-17.6pp |
| Annual return | 17.43% | 19.08%-1.6pp | 282.11%-264.7pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,948 | $3,172-38.6% | $4,034-51.7% | $2,596-25.0% |
| Participant deferral / active EE | $3,333 | $4,099-18.7% | $5,318-37.3% | $4,274-22.0% |
| Admin fee / account holder | $1,230 | $8,039-84.7% | $10,693-88.5% | $7,775-84.2% |