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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 | $104,761 | $71,215+47.1% | $93,696+11.8% | $80,935+29.4% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.7%-19.4pp |
| Annual return | 11.23% | 11.27%0pp | 133.74%-122.5pp | 35.66%-24.4pp |
| Employer contribution / active EE | $411 | $1,565-73.7% | $2,422-83.0% | $2,757-85.1% |
| Participant deferral / active EE | $3,499 | $4,037-13.3% | $4,417-20.8% | $4,299-18.6% |
| Admin fee / account holder | $24,735 | $6,958+255.5% | $8,287+198.5% | $6,924+257.2% |