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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 | $102,322 | $51,202+99.8% | $70,548+45.0% | $75,181+36.1% |
| Participation rate | 29.6% | 61.0%-31.3pp | 68.3%-38.7pp | 67.2%-37.6pp |
| Annual return | 19.42% | 30.05%-10.6pp | 32.78%-13.4pp | 160.69%-141.3pp |
| Employer contribution / active EE | $1,193 | $1,827-34.7% | $2,975-59.9% | $2,671-55.3% |
| Participant deferral / active EE | $3,014 | $2,850+5.8% | $4,567-34.0% | $4,126-26.9% |
| Admin fee / account holder | $13,189 | $4,094+222.2% | $6,424+105.3% | $5,650+133.4% |