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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 | $137,744 | $99,994+37.8% | $146,643-6.1% | $85,847+60.5% |
| Participation rate | 64.9% | 73.1%-8.2pp | 80.1%-15.2pp | 69.3%-4.5pp |
| Annual return | 11.51% | 18.93%-7.4pp | 22.75%-11.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $1,135 | $2,559-55.6% | $4,137-72.6% | $2,565-55.7% |
| Participant deferral / active EE | $2,271 | $4,006-43.3% | $5,506-58.8% | $3,952-42.5% |
| Admin fee / account holder | $15,770 | $7,703+104.7% | $10,280+53.4% | $6,261+151.9% |