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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 | $138,871 | $96,731+43.6% | $123,973+12.0% | $86,983+59.7% |
| Participation rate | 51.2% | 70.0%-18.8pp | 76.7%-25.4pp | 69.5%-18.3pp |
| Annual return | 12.69% | 17.33%-4.6pp | 388.13%-375.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $1,203 | $3,297-63.5% | $4,126-70.8% | $2,584-53.4% |
| Participant deferral / active EE | $3,447 | $4,152-17.0% | $5,247-34.3% | $4,194-17.8% |
| Admin fee / account holder | $15,918 | $8,722+82.5% | $11,799+34.9% | $7,856+102.6% |