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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 | $127,746 | $88,672+44.1% | $105,223+21.4% | $82,448+54.9% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 15.84% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,871 | $3,048-38.6% | $3,689-49.3% | $2,551-26.6% |
| Participant deferral / active EE | $3,679 | $4,036-8.8% | $5,072-27.5% | $4,139-11.1% |
| Admin fee / account holder | $483 | $7,146-93.2% | $8,859-94.5% | $7,234-93.3% |