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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 | $138,231 | $78,707+75.6% | $117,861+17.3% | $70,126+97.1% |
| Participation rate | 65.5% | 73.2%-7.7pp | 79.7%-14.1pp | 69.5%-4.0pp |
| Annual return | 18.96% | 23.30%-4.3pp | 335.11%-316.1pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,161 | $2,223-47.8% | $3,786-69.3% | $2,343-50.4% |
| Participant deferral / active EE | $3,338 | $3,297+1.2% | $4,482-25.5% | $3,332+0.2% |
| Admin fee / account holder | $2,723 | $5,066-46.2% | $8,021-66.0% | $4,645-41.4% |