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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 | $121,188 | $97,751+24.0% | $103,447+17.2% | $145,877-16.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 18.66% | 25.43%-6.8pp | 23.92%-5.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $1,922 | $4,684-59.0% | $4,678-58.9% | $4,663-58.8% |
| Participant deferral / active EE | $2,504 | $6,603-62.1% | $6,624-62.2% | $6,691-62.6% |
| Admin fee / account holder | $3,879 | $12,515-69.0% | $9,415-58.8% | $13,402-71.1% |