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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 | $101,021 | $78,428+28.8% | $95,960+5.3% | $79,852+26.5% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 14.35% | 19.37%-5.0pp | 91.63%-77.3pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,270 | $1,945-34.7% | $2,541-50.0% | $2,471-48.6% |
| Participant deferral / active EE | $1,811 | $3,440-47.4% | $4,167-56.5% | $3,740-51.6% |
| Admin fee / account holder | $573 | $5,622-89.8% | $6,797-91.6% | $5,306-89.2% |