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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 | $116,080 | $88,672+30.9% | $105,223+10.3% | $82,448+40.8% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 17.61% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,112 | $3,048-63.5% | $3,689-69.9% | $2,551-56.4% |
| Participant deferral / active EE | $2,832 | $4,036-29.8% | $5,072-44.2% | $4,139-31.6% |
| Admin fee / account holder | $462 | $7,146-93.5% | $8,859-94.8% | $7,234-93.6% |