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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 | $126,488 | $93,345+35.5% | $119,126+6.2% | $87,485+44.6% |
| Participation rate | 48.7% | 68.7%-20.0pp | 75.8%-27.0pp | 68.9%-20.2pp |
| Annual return | 17.54% | 19.08%-1.5pp | 282.11%-264.6pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,336 | $3,172-57.9% | $4,034-66.9% | $2,596-48.5% |
| Participant deferral / active EE | $2,436 | $4,099-40.6% | $5,318-54.2% | $4,274-43.0% |
| Admin fee / account holder | $771 | $8,039-90.4% | $10,693-92.8% | $7,775-90.1% |