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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 | $114,726 | $56,063+104.6% | $76,051+50.9% | $80,911+41.8% |
| Participation rate | 49.1% | 62.0%-13.0pp | 69.1%-20.0pp | 67.6%-18.6pp |
| Annual return | 12.14% | 20.54%-8.4pp | 360.42%-348.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,384 | $1,874-26.1% | $2,690-48.5% | $2,756-49.8% |
| Participant deferral / active EE | $3,280 | $3,052+7.5% | $4,257-22.9% | $4,297-23.7% |
| Admin fee / account holder | $2,987 | $5,240-43.0% | $6,416-53.4% | $6,935-56.9% |