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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 | $107,962 | $55,930+93.0% | $76,089+41.9% | $80,925+33.4% |
| Participation rate | 48.0% | 62.1%-14.1pp | 69.1%-21.1pp | 67.7%-19.7pp |
| Annual return | 14.38% | 20.58%-6.2pp | 360.94%-346.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,349 | $1,866-27.7% | $2,690-49.8% | $2,756-51.1% |
| Participant deferral / active EE | $2,622 | $3,051-14.1% | $4,259-38.4% | $4,299-39.0% |
| Admin fee / account holder | $3,238 | $5,241-38.2% | $6,418-49.5% | $6,940-53.3% |