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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 | $121,975 | $48,364+152.2% | $71,796+69.9% | $62,881+94.0% |
| Participation rate | 38.5% | 60.6%-22.2pp | 69.1%-30.7pp | 69.3%-30.8pp |
| Annual return | 6.40% | 13.16%-6.8pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $620 | $1,042-40.5% | $1,924-67.8% | $2,281-72.8% |
| Participant deferral / active EE | $1,894 | $2,091-9.4% | $2,794-32.2% | $3,203-40.9% |
| Admin fee / account holder | $1,233 | $3,771-67.3% | $4,815-74.4% | $4,296-71.3% |