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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 | $109,076 | $78,423+39.1% | $95,964+13.7% | $79,856+36.6% |
| Participation rate | 30.3% | 73.5%-43.2pp | 77.1%-46.8pp | 69.6%-39.3pp |
| Annual return | 13.55% | 19.37%-5.8pp | 91.64%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $918 | $1,945-52.8% | $2,541-63.9% | $2,471-62.8% |
| Participant deferral / active EE | $2,819 | $3,440-18.1% | $4,167-32.3% | $3,741-24.6% |
| Admin fee / account holder | $1,388 | $5,622-75.3% | $6,797-79.6% | $5,306-73.8% |