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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 | $113,962 | $55,889+103.9% | $76,119+49.7% | $80,935+40.8% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 14.52% | 20.58%-6.1pp | 361.25%-346.7pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,020 | $1,866-45.3% | $2,693-62.1% | $2,757-63.0% |
| Participant deferral / active EE | $6,072 | $3,051+99.0% | $4,259+42.6% | $4,299+41.2% |
| Admin fee / account holder | $1,707 | $5,241-67.4% | $6,421-73.4% | $6,924-75.3% |