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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 | $124,888 | $97,125+28.6% | $86,233+44.8% | $137,256-9.0% |
| Participation rate | 27.3% | 74.2%-46.9pp | 69.0%-41.7pp | 80.0%-52.7pp |
| Annual return | 13.83% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,116 | $2,841-60.7% | $2,504-55.4% | $4,156-73.1% |
| Participant deferral / active EE | $4,341 | $5,180-16.2% | $4,559-4.8% | $6,407-32.2% |
| Admin fee / account holder | $3,037 | $9,725-68.8% | $8,342-63.6% | $12,270-75.2% |