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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 | $63,354+93.9% | $94,105+30.5% | $82,637+48.6% |
| Participation rate | 37.9% | 63.8%-25.9pp | 71.9%-34.0pp | 68.1%-30.1pp |
| Annual return | 14.93% | 34.36%-19.4pp | 204.55%-189.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,149 | $1,760-34.7% | $2,504-54.1% | $2,552-55.0% |
| Participant deferral / active EE | $3,439 | $2,873+19.7% | $3,881-11.4% | $4,126-16.6% |
| Admin fee / account holder | $4,744 | $5,073-6.5% | $6,199-23.5% | $7,339-35.4% |