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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 | $119,212 | $98,776+20.7% | $149,745-20.4% | $79,856+49.3% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 16.96% | 27.38%-10.4pp | 276.72%-259.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,748 | $3,217-45.7% | $4,646-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $3,681 | $5,681-35.2% | $6,843-46.2% | $3,741-1.6% |
| Admin fee / account holder | $4,424 | $6,053-26.9% | $9,312-52.5% | $5,306-16.6% |