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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 | $113,563 | $93,346+21.7% | $71,796+58.2% | $273,972-58.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 8.72% | 130.39%-121.7pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,370 | $2,733-49.9% | $1,924-28.8% | $4,869-71.9% |
| Participant deferral / active EE | $1,751 | $3,475-49.6% | $2,794-37.3% | $5,287-66.9% |
| Admin fee / account holder | $2,245 | $6,571-65.8% | $4,815-53.4% | $10,133-77.8% |