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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 | $124,632 | $55,902+122.9% | $76,030+63.9% | $80,959+53.9% |
| Participation rate | 44.4% | 62.1%-17.6pp | 69.1%-24.6pp | 67.7%-23.2pp |
| Annual return | 19.43% | 20.59%-1.2pp | 361.54%-342.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,233 | $1,867-34.0% | $2,688-54.1% | $2,757-55.3% |
| Participant deferral / active EE | $2,853 | $3,051-6.5% | $4,257-33.0% | $4,300-33.7% |
| Admin fee / account holder | $546 | $5,239-89.6% | $6,421-91.5% | $6,925-92.1% |