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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 | $120,109 | $85,766+40.0% | $136,295-11.9% | $70,131+71.3% |
| Participation rate | 41.4% | 74.2%-32.8pp | 81.9%-40.5pp | 69.5%-28.2pp |
| Annual return | 15.66% | 31.45%-15.8pp | 5155.97%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,464 | $2,966-50.7% | $4,695-68.8% | $2,342-37.5% |
| Participant deferral / active EE | $2,859 | $5,051-43.4% | $6,247-54.2% | $3,332-14.2% |
| Admin fee / account holder | $6,894 | $5,420+27.2% | $9,243-25.4% | $4,645+48.4% |