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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 | $116,799 | $91,559+27.6% | $133,978-12.8% | $79,856+46.3% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 14.03% | 61.85%-47.8pp | 45.10%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $998 | $2,384-58.1% | $3,919-74.5% | $2,471-59.6% |
| Participant deferral / active EE | $2,042 | $3,734-45.3% | $5,047-59.5% | $3,741-45.4% |
| Admin fee / account holder | $7,738 | $6,321+22.4% | $8,930-13.3% | $5,306+45.8% |