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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 | $147,489 | $48,364+205.0% | $71,796+105.4% | $62,881+134.6% |
| Participation rate | 48.5% | 60.6%-12.1pp | 69.1%-20.6pp | 69.3%-20.8pp |
| Annual return | 6.93% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,197 | $1,042+14.9% | $1,924-37.8% | $2,281-47.5% |
| Participant deferral / active EE | $2,848 | $2,091+36.2% | $2,794+1.9% | $3,203-11.1% |
| Admin fee / account holder | $5,530 | $3,771+46.6% | $4,815+14.8% | $4,296+28.7% |