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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 | $123,243 | $89,259+38.1% | $107,187+15.0% | $82,637+49.1% |
| Participation rate | 40.7% | 67.9%-27.2pp | 75.0%-34.3pp | 68.1%-27.3pp |
| Annual return | 13.19% | 21.02%-7.8pp | 204.55%-191.4pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,241 | $3,080-59.7% | $3,782-67.2% | $2,552-51.4% |
| Participant deferral / active EE | $2,687 | $4,037-33.4% | $5,096-47.3% | $4,126-34.9% |
| Admin fee / account holder | $2,164 | $7,381-70.7% | $9,162-76.4% | $7,339-70.5% |