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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 | $101,950+31.6% | $125,529+6.8% | $86,983+54.2% |
| Participation rate | 48.6% | 70.2%-21.5pp | 74.7%-26.1pp | 69.5%-20.9pp |
| Annual return | 15.88% | 18.29%-2.4pp | 202.56%-186.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,131 | $2,358-52.1% | $3,058-63.0% | $2,584-56.3% |
| Participant deferral / active EE | $2,109 | $3,862-45.4% | $4,813-56.2% | $4,194-49.7% |
| Admin fee / account holder | $1,055 | $12,791-91.7% | $16,298-93.5% | $7,856-86.6% |