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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 | $106,737 | $65,027+64.1% | $90,970+17.3% | $79,852+33.7% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.0%-24.2pp | 69.6%-24.8pp |
| Annual return | 10.41% | 30.45%-20.0pp | 134.58%-124.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $409 | $1,247-67.2% | $2,122-80.7% | $2,471-83.4% |
| Participant deferral / active EE | $4,679 | $2,512+86.3% | $3,373+38.7% | $3,740+25.1% |
| Admin fee / account holder | $9,342 | $4,535+106.0% | $5,960+56.7% | $5,306+76.0% |