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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 | $112,116 | $78,428+43.0% | $95,960+16.8% | $79,852+40.4% |
| Participation rate | 35.7% | 73.5%-37.8pp | 77.1%-41.4pp | 69.6%-33.9pp |
| Annual return | 22.87% | 19.37%+3.5pp | 91.63%-68.8pp | 31.72%-8.8pp |
| Employer contribution / active EE | $1,410 | $1,945-27.5% | $2,541-44.5% | $2,471-42.9% |
| Participant deferral / active EE | $3,261 | $3,440-5.2% | $4,167-21.7% | $3,740-12.8% |
| Admin fee / account holder | $1,085 | $5,622-80.7% | $6,797-84.0% | $5,306-79.6% |