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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 | $111,500 | $80,674+38.2% | $119,126-6.4% | $64,340+73.3% |
| Participation rate | 20.1% | 55.2%-35.1pp | 75.8%-55.6pp | 55.2%-35.1pp |
| Annual return | 16.18% | 26.86%-10.7pp | 282.11%-265.9pp | 24.14%-8.0pp |
| Employer contribution / active EE | $801 | $2,564-68.7% | $4,034-80.1% | $1,862-56.9% |
| Participant deferral / active EE | $1,502 | $3,053-50.8% | $5,318-71.8% | $2,980-49.6% |
| Admin fee / account holder | $3,115 | $4,559-31.7% | $10,693-70.9% | $3,703-15.9% |