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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 | $111,243 | $65,395+70.1% | $182,558-39.1% | $72,976+52.4% |
| Participation rate | 53.8% | 65.4%-11.6pp | 78.0%-24.1pp | 69.5%-15.6pp |
| Annual return | 20.84% | 27.68%-6.8pp | 148.59%-127.7pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,443 | $1,911-24.5% | $4,076-64.6% | $2,440-40.9% |
| Participant deferral / active EE | $2,357 | $3,563-33.9% | $5,526-57.4% | $3,608-34.7% |
| Admin fee / account holder | $985 | $4,245-76.8% | $8,594-88.5% | $5,124-80.8% |