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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 | $124,202 | $73,955+67.9% | $96,520+28.7% | $75,181+65.2% |
| Participation rate | 38.9% | 66.4%-27.5pp | 74.3%-35.5pp | 67.2%-28.3pp |
| Annual return | 18.29% | 26.72%-8.4pp | 35.72%-17.4pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,164 | $2,930-60.3% | $3,739-68.9% | $2,671-56.4% |
| Participant deferral / active EE | $2,366 | $3,659-35.4% | $4,879-51.5% | $4,126-42.7% |
| Admin fee / account holder | $1,693 | $5,217-67.6% | $6,733-74.9% | $5,650-70.0% |