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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 | $122,829 | $75,807+62.0% | $116,096+5.8% | $86,983+41.2% |
| Participation rate | 37.9% | 66.9%-28.9pp | 73.3%-35.4pp | 69.5%-31.6pp |
| Annual return | 14.93% | 18.57%-3.6pp | 326.25%-311.3pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,149 | $1,892-39.3% | $2,503-54.1% | $2,584-55.6% |
| Participant deferral / active EE | $3,439 | $3,212+7.1% | $3,952-13.0% | $4,194-18.0% |
| Admin fee / account holder | $4,744 | $6,659-28.8% | $7,704-38.4% | $7,856-39.6% |