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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 | $57,590+77.6% | $86,233+18.6% | $82,448+24.0% |
| Participation rate | 48.6% | 57.9%-9.2pp | 69.0%-20.4pp | 68.1%-19.4pp |
| Annual return | 14.01% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,096 | $1,655-33.8% | $2,504-56.2% | $2,551-57.0% |
| Participant deferral / active EE | $2,701 | $3,080-12.3% | $4,559-40.8% | $4,139-34.7% |
| Admin fee / account holder | $19,100 | $4,730+303.8% | $8,342+129.0% | $7,234+164.0% |