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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 | $105,793 | $78,425+34.9% | $95,956+10.3% | $79,858+32.5% |
| Participation rate | 62.2% | 73.5%-11.3pp | 77.1%-14.9pp | 69.6%-7.4pp |
| Annual return | 16.26% | 19.37%-3.1pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $930 | $1,945-52.2% | $2,541-63.4% | $2,471-62.4% |
| Participant deferral / active EE | $2,908 | $3,440-15.5% | $4,167-30.2% | $3,740-22.3% |
| Admin fee / account holder | $774 | $5,622-86.2% | $6,797-88.6% | $5,306-85.4% |