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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 | $121,941 | $52,279+133.2% | $89,400+36.4% | $79,858+52.7% |
| Participation rate | 21.1% | 57.5%-36.4pp | 68.0%-46.9pp | 69.6%-48.5pp |
| Annual return | 15.85% | 22.16%-6.3pp | 245.64%-229.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $610 | $1,572-61.2% | $2,586-76.4% | $2,471-75.3% |
| Participant deferral / active EE | $1,481 | $2,740-45.9% | $3,890-61.9% | $3,740-60.4% |
| Admin fee / account holder | $1,846 | $3,356-45.0% | $4,882-62.2% | $5,306-65.2% |