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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 | $132,765 | $91,559+45.0% | $133,971-0.9% | $79,852+66.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 15.42% | 61.85%-46.4pp | 45.09%-29.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,072 | $2,384-55.0% | $3,919-72.6% | $2,471-56.6% |
| Participant deferral / active EE | $3,506 | $3,734-6.1% | $5,047-30.5% | $3,740-6.3% |
| Admin fee / account holder | $11,012 | $6,321+74.2% | $8,929+23.3% | $5,306+107.5% |