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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 | $125,166 | $80,763+55.0% | $102,412+22.2% | $74,459+68.1% |
| Participation rate | 32.2% | 65.7%-33.5pp | 74.5%-42.3pp | 67.2%-35.0pp |
| Annual return | 18.99% | 27.57%-8.6pp | 24.94%-5.9pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $1,701 | $3,160-46.2% | $3,870-56.0% | $2,626-35.2% |
| Participant deferral / active EE | $3,328 | $3,862-13.8% | $5,060-34.2% | $4,350-23.5% |
| Admin fee / account holder | $4,707 | $2,371+98.5% | $8,388-43.9% | $1,945+142.1% |