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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 | $128,072 | $209,336-38.8% | $197,124-35.0% | $137,256-6.7% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 17.65% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,741 | $6,591-73.6% | $6,227-72.0% | $4,156-58.1% |
| Participant deferral / active EE | $3,214 | $9,614-66.6% | $9,135-64.8% | $6,407-49.8% |
| Admin fee / account holder | $778 | $17,308-95.5% | $16,298-95.2% | $12,270-93.7% |