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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 | $156,435 | $87,059+79.7% | $105,608+48.1% | $80,925+93.3% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.7%-6.9pp |
| Annual return | 12.52% | 17.05%-4.5pp | 116.50%-104.0pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,204 | $2,396-49.8% | $3,167-62.0% | $2,756-56.3% |
| Participant deferral / active EE | $2,292 | $3,986-42.5% | $5,010-54.2% | $4,299-46.7% |
| Admin fee / account holder | $9,241 | $8,443+9.4% | $11,028-16.2% | $6,940+33.1% |