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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 | $119,461 | $85,060+40.4% | $70,548+69.3% | $139,456-14.3% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 25.03% | 30.38%-5.4pp | 32.78%-7.8pp | 373.45%-348.4pp |
| Employer contribution / active EE | $1,231 | $3,911-68.5% | $2,975-58.6% | $4,753-74.1% |
| Participant deferral / active EE | $4,952 | $5,890-15.9% | $4,567+8.4% | $6,711-26.2% |
| Admin fee / account holder | $1,365 | $8,925-84.7% | $6,424-78.7% | $11,407-88.0% |