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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 | $109,885 | $84,236+30.4% | $170,435-35.5% | $70,126+56.7% |
| Participation rate | 37.9% | 70.8%-32.9pp | 83.6%-45.7pp | 69.5%-31.6pp |
| Annual return | 16.52% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,461 | $3,387-56.9% | $5,432-73.1% | $2,343-37.6% |
| Participant deferral / active EE | $4,878 | $3,086+58.1% | $4,939-1.2% | $3,332+46.4% |
| Admin fee / account holder | $8,888 | $5,698+56.0% | $13,881-36.0% | $4,645+91.3% |