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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 | $109,370 | $45,043+142.8% | $63,005+73.6% | $70,124+56.0% |
| Participation rate | 60.5% | 69.5%-9.1pp | 74.8%-14.3pp | 69.5%-9.1pp |
| Annual return | 15.32% | 18.76%-3.4pp | 87.59%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,228 | $2,052-40.2% | $2,760-55.5% | $2,342-47.6% |
| Participant deferral / active EE | $2,796 | $2,466+13.4% | $3,329-16.0% | $3,332-16.1% |
| Admin fee / account holder | $5,449 | $2,833+92.3% | $3,599+51.4% | $4,645+17.3% |