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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 | $122,816 | $61,125+100.9% | $94,057+30.6% | $87,485+40.4% |
| Participation rate | 51.9% | 64.1%-12.2pp | 73.3%-21.5pp | 68.9%-17.1pp |
| Annual return | 14.30% | 35.20%-20.9pp | 480.62%-466.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,502 | $2,136-29.7% | $2,933-48.8% | $2,596-42.2% |
| Participant deferral / active EE | $3,973 | $3,260+21.9% | $4,709-15.6% | $4,274-7.0% |
| Admin fee / account holder | $703 | $5,629-87.5% | $7,244-90.3% | $7,775-91.0% |