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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 | $104,447 | $78,690+32.7% | $161,489-35.3% | $87,485+19.4% |
| Participation rate | 55.9% | 67.5%-11.6pp | 78.7%-22.8pp | 68.9%-13.0pp |
| Annual return | 14.98% | 32.74%-17.8pp | 89.72%-74.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,916 | $2,588-26.0% | $4,268-55.1% | $2,596-26.2% |
| Participant deferral / active EE | $5,115 | $3,311+54.5% | $5,630-9.1% | $4,274+19.7% |
| Admin fee / account holder | $3,971 | $6,724-40.9% | $16,006-75.2% | $7,775-48.9% |