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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 | $105,980 | $77,638+36.5% | $156,551-32.3% | $62,881+68.5% |
| Participation rate | 58.2% | 71.2%-13.0pp | 84.0%-25.8pp | 69.3%-11.1pp |
| Annual return | 4.97% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,099 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $5,206 | $3,046+70.9% | $4,871+6.9% | $3,203+62.5% |
| Admin fee / account holder | $973 | $5,561-82.5% | $13,028-92.5% | $4,296-77.3% |