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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 | $141,308 | $78,423+80.2% | $95,964+47.3% | $79,856+77.0% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 13.84% | 19.37%-5.5pp | 91.64%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,081 | $1,945-44.4% | $2,541-57.5% | $2,471-56.3% |
| Participant deferral / active EE | $2,394 | $3,440-30.4% | $4,167-42.5% | $3,741-36.0% |
| Admin fee / account holder | $6,642 | $5,622+18.1% | $6,797-2.3% | $5,306+25.2% |