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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 | $134,768 | $53,127+153.7% | $86,597+55.6% | $70,131+92.2% |
| Participation rate | 35.7% | 65.3%-29.6pp | 73.5%-37.8pp | 69.5%-33.8pp |
| Annual return | 16.05% | 27.66%-11.6pp | 964.96%-948.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,178 | $2,068-43.0% | $2,840-58.5% | $2,342-49.7% |
| Participant deferral / active EE | $2,589 | $2,696-4.0% | $3,609-28.3% | $3,332-22.3% |
| Admin fee / account holder | $8,151 | $3,585+127.3% | $4,906+66.2% | $4,645+75.5% |