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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 | $134,124 | $94,436+42.0% | $115,599+16.0% | $82,637+62.3% |
| Participation rate | 48.6% | 70.4%-21.8pp | 74.3%-25.6pp | 68.1%-19.4pp |
| Annual return | 15.88% | 18.37%-2.5pp | 111.10%-95.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,131 | $2,324-51.3% | $2,955-61.7% | $2,552-55.7% |
| Participant deferral / active EE | $2,109 | $3,955-46.7% | $4,889-56.9% | $4,126-48.9% |
| Admin fee / account holder | $1,055 | $10,328-89.8% | $12,841-91.8% | $7,339-85.6% |