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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 | $110,230 | $81,331+35.5% | $155,534-29.1% | $80,935+36.2% |
| Participation rate | 26.2% | 66.3%-40.1pp | 78.2%-52.0pp | 67.7%-41.5pp |
| Annual return | 13.78% | 33.37%-19.6pp | 64.92%-51.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $582 | $3,105-81.3% | $4,675-87.6% | $2,757-78.9% |
| Participant deferral / active EE | $2,373 | $3,454-31.3% | $5,630-57.9% | $4,299-44.8% |
| Admin fee / account holder | $4,676 | $7,999-41.5% | $15,900-70.6% | $6,924-32.5% |