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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 | $124,415 | $86,288+44.2% | $111,306+11.8% | $85,851+44.9% |
| Participation rate | 53.1% | 73.3%-20.2pp | 77.3%-24.2pp | 69.3%-16.2pp |
| Annual return | 18.42% | 19.99%-1.6pp | 54.67%-36.3pp | 318.63%-300.2pp |
| Employer contribution / active EE | $578 | $2,044-71.7% | $2,732-78.8% | $2,565-77.5% |
| Participant deferral / active EE | $3,210 | $3,641-11.8% | $4,488-28.5% | $3,952-18.8% |
| Admin fee / account holder | $558 | $8,189-93.2% | $7,966-93.0% | $6,261-91.1% |