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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 | $131,120 | $96,731+35.6% | $123,973+5.8% | $86,983+50.7% |
| Participation rate | 53.8% | 70.0%-16.2pp | 76.7%-22.8pp | 69.5%-15.7pp |
| Annual return | 12.23% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,170 | $3,297-64.5% | $4,126-71.6% | $2,584-54.7% |
| Participant deferral / active EE | $2,374 | $4,152-42.8% | $5,247-54.7% | $4,194-43.4% |
| Admin fee / account holder | $716 | $8,722-91.8% | $11,799-93.9% | $7,856-90.9% |