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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 | $116,845 | $88,672+31.8% | $105,223+11.0% | $82,448+41.7% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.5pp | 68.1%-33.5pp |
| Annual return | 19.25% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $973 | $3,048-68.1% | $3,689-73.6% | $2,551-61.9% |
| Participant deferral / active EE | $1,987 | $4,036-50.8% | $5,072-60.8% | $4,139-52.0% |
| Admin fee / account holder | $4,608 | $7,146-35.5% | $8,859-48.0% | $7,234-36.3% |