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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 | $102,265 | $60,442+69.2% | $96,754+5.7% | $87,485+16.9% |
| Participation rate | 48.6% | 58.7%-10.1pp | 70.3%-21.6pp | 68.9%-20.3pp |
| Annual return | 14.01% | 21.97%-8.0pp | 82.04%-68.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,096 | $1,691-35.2% | $2,679-59.1% | $2,596-57.8% |
| Participant deferral / active EE | $2,701 | $3,280-17.6% | $4,758-43.2% | $4,274-36.8% |
| Admin fee / account holder | $19,100 | $5,069+276.8% | $8,905+114.5% | $7,775+145.7% |