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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 | $118,280 | $90,486+30.7% | $78,676+50.3% | $273,972-56.8% |
| Participation rate | 42.1% | 76.5%-34.4pp | 73.6%-31.5pp | 83.0%-40.9pp |
| Annual return | 8.10% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,318 | $3,175-58.5% | $2,850-53.8% | $4,869-72.9% |
| Participant deferral / active EE | $4,117 | $3,901+5.5% | $3,517+17.1% | $5,287-22.1% |
| Admin fee / account holder | $1,816 | $5,263-65.5% | $4,510-59.7% | $10,133-82.1% |