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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 | $110,607 | $51,642+114.2% | $129,384-14.5% | $80,935+36.7% |
| Participation rate | 38.9% | 56.9%-18.0pp | 69.6%-30.7pp | 67.7%-28.8pp |
| Annual return | 21.11% | 20.78%+0.3pp | 9461.77%-9440.7pp | 35.66%-14.6pp |
| Employer contribution / active EE | $556 | $1,583-64.9% | $4,153-86.6% | $2,757-79.8% |
| Participant deferral / active EE | $2,300 | $2,670-13.8% | $4,166-44.8% | $4,299-46.5% |
| Admin fee / account holder | $1,670 | $4,312-61.3% | $7,686-78.3% | $6,924-75.9% |