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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 | $129,292 | $99,053+30.5% | $88,179+46.6% | $138,895-6.9% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.1%-24.7pp | 79.9%-35.5pp |
| Annual return | 19.62% | 78.17%-58.5pp | 64.97%-45.3pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,631 | $2,882-43.4% | $2,549-36.0% | $4,194-61.1% |
| Participant deferral / active EE | $1,631 | $5,225-68.8% | $4,614-64.6% | $6,396-74.5% |
| Admin fee / account holder | $5,753 | $8,748-34.2% | $7,673-25.0% | $12,562-54.2% |