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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 | $122,700 | $65,361+87.7% | $92,903+32.1% | $72,983+68.1% |
| Participation rate | 34.6% | 68.3%-33.7pp | 76.0%-41.4pp | 69.5%-34.9pp |
| Annual return | 19.08% | 42.11%-23.0pp | 109.43%-90.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $793 | $2,594-69.5% | $3,653-78.3% | $2,440-67.5% |
| Participant deferral / active EE | $1,667 | $3,128-46.7% | $4,238-60.7% | $3,608-53.8% |
| Admin fee / account holder | $32,071 | $4,251+654.4% | $5,795+453.5% | $5,124+525.9% |