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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 | $117,543 | $78,428+49.9% | $95,960+22.5% | $79,852+47.2% |
| Participation rate | 29.5% | 73.5%-44.0pp | 77.1%-47.6pp | 69.6%-40.1pp |
| Annual return | 15.13% | 19.37%-4.2pp | 91.63%-76.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,070 | $1,945-45.0% | $2,541-57.9% | $2,471-56.7% |
| Participant deferral / active EE | $2,196 | $3,440-36.2% | $4,167-47.3% | $3,740-41.3% |
| Admin fee / account holder | $2,293 | $5,622-59.2% | $6,797-66.3% | $5,306-56.8% |