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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 | $123,435 | $90,486+36.4% | $78,676+56.9% | $273,972-54.9% |
| Participation rate | 56.3% | 76.5%-20.3pp | 73.6%-17.3pp | 83.0%-26.8pp |
| Annual return | 6.73% | 75.62%-68.9pp | 62.19%-55.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,629 | $3,175-48.7% | $2,850-42.8% | $4,869-66.5% |
| Participant deferral / active EE | $3,196 | $3,901-18.1% | $3,517-9.1% | $5,287-39.5% |
| Admin fee / account holder | $876 | $5,263-83.4% | $4,510-80.6% | $10,133-91.4% |