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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 | $108,424 | $65,395+65.8% | $182,540-40.6% | $72,975+48.6% |
| Participation rate | 58.1% | 65.4%-7.4pp | 78.0%-19.9pp | 69.5%-11.4pp |
| Annual return | 20.69% | 27.68%-7.0pp | 148.58%-127.9pp | 81.01%-60.3pp |
| Employer contribution / active EE | $988 | $1,911-48.3% | $4,076-75.8% | $2,440-59.5% |
| Participant deferral / active EE | $3,857 | $3,563+8.3% | $5,525-30.2% | $3,608+6.9% |
| Admin fee / account holder | $17,920 | $4,245+322.2% | $8,593+108.5% | $5,124+249.7% |