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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 | $102,965 | $48,364+112.9% | $71,796+43.4% | $62,881+63.7% |
| Participation rate | 44.0% | 60.6%-16.6pp | 69.1%-25.1pp | 69.3%-25.3pp |
| Annual return | 10.45% | 13.16%-2.7pp | 78.04%-67.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $183 | $1,042-82.5% | $1,924-90.5% | $2,281-92.0% |
| Participant deferral / active EE | $3,166 | $2,091+51.4% | $2,794+13.3% | $3,203-1.1% |
| Admin fee / account holder | $23,514 | $3,771+523.5% | $4,815+388.4% | $4,296+447.4% |