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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 | $101,009 | $48,364+108.9% | $71,796+40.7% | $62,881+60.6% |
| Participation rate | 43.1% | 60.6%-17.5pp | 69.1%-26.0pp | 69.3%-26.2pp |
| Annual return | 6.06% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $740 | $1,042-28.9% | $1,924-61.5% | $2,281-67.5% |
| Participant deferral / active EE | $1,999 | $2,091-4.4% | $2,794-28.5% | $3,203-37.6% |
| Admin fee / account holder | $4,414 | $3,771+17.0% | $4,815-8.3% | $4,296+2.7% |