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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 | $110,213 | $65,034+69.5% | $90,970+21.2% | $79,856+38.0% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.1pp |
| Annual return | 13.49% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $457 | $1,247-63.3% | $2,122-78.5% | $2,471-81.5% |
| Participant deferral / active EE | $2,989 | $2,512+19.0% | $3,373-11.4% | $3,741-20.1% |
| Admin fee / account holder | $381 | $4,536-91.6% | $5,961-93.6% | $5,306-92.8% |