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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 | $131,090 | $55,889+134.6% | $76,119+72.2% | $80,935+62.0% |
| Participation rate | 40.0% | 62.1%-22.1pp | 69.1%-29.1pp | 67.7%-27.7pp |
| Annual return | 13.50% | 20.58%-7.1pp | 361.25%-347.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $920 | $1,866-50.7% | $2,693-65.8% | $2,757-66.6% |
| Participant deferral / active EE | $1,665 | $3,051-45.4% | $4,259-60.9% | $4,299-61.3% |
| Admin fee / account holder | $1,008 | $5,241-80.8% | $6,421-84.3% | $6,924-85.4% |