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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 | $103,064 | $94,031+9.6% | $115,768-11.0% | $82,448+25.0% |
| Participation rate | 49.1% | 70.4%-21.3pp | 74.4%-25.3pp | 68.1%-19.0pp |
| Annual return | 16.07% | 20.61%-4.5pp | 100.46%-84.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $936 | $2,323-59.7% | $2,940-68.1% | $2,551-63.3% |
| Participant deferral / active EE | $2,323 | $3,972-41.5% | $4,917-52.7% | $4,139-43.9% |
| Admin fee / account holder | $2,010 | $10,249-80.4% | $12,439-83.8% | $7,234-72.2% |