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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 | $124,969 | $102,638+21.8% | $81,991+52.4% | $158,966-21.4% |
| Participation rate | 45.5% | 75.5%-30.1pp | 69.3%-23.8pp | 82.0%-36.5pp |
| Annual return | 15.17% | 61.05%-45.9pp | 41.31%-26.1pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,732 | $3,241-46.6% | $2,498-30.7% | $4,762-63.6% |
| Participant deferral / active EE | $3,657 | $4,649-21.3% | $3,722-1.8% | $5,983-38.9% |
| Admin fee / account holder | $2,607 | $8,237-68.4% | $5,665-54.0% | $11,250-76.8% |