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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 | $125,902 | $96,731+30.2% | $123,973+1.6% | $86,983+44.7% |
| Participation rate | 45.7% | 70.0%-24.3pp | 76.7%-30.9pp | 69.5%-23.8pp |
| Annual return | 11.71% | 17.33%-5.6pp | 388.13%-376.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,976 | $3,297-40.1% | $4,126-52.1% | $2,584-23.5% |
| Participant deferral / active EE | $2,219 | $4,152-46.6% | $5,247-57.7% | $4,194-47.1% |
| Admin fee / account holder | $1,550 | $8,722-82.2% | $11,799-86.9% | $7,856-80.3% |