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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 | $128,494 | $78,707+63.3% | $117,861+9.0% | $70,126+83.2% |
| Participation rate | 58.1% | 73.2%-15.1pp | 79.7%-21.5pp | 69.5%-11.4pp |
| Annual return | 16.48% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,442 | $2,223-35.2% | $3,786-61.9% | $2,343-38.5% |
| Participant deferral / active EE | $3,388 | $3,297+2.7% | $4,482-24.4% | $3,332+1.7% |
| Admin fee / account holder | $1,500 | $5,066-70.4% | $8,021-81.3% | $4,645-67.7% |