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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 | $126,669 | $99,652+27.1% | $78,778+60.8% | $147,585-14.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 15.60% | 47.28%-31.7pp | 35.62%-20.0pp | 578.57%-563.0pp |
| Employer contribution / active EE | $1,288 | $2,796-53.9% | $1,986-35.1% | $4,876-73.6% |
| Participant deferral / active EE | $2,489 | $3,664-32.1% | $2,958-15.9% | $5,439-54.2% |
| Admin fee / account holder | $1,758 | $7,155-75.4% | $5,134-65.7% | $10,885-83.8% |