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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 | $105,614 | $76,407+38.2% | $150,298-29.7% | $82,448+28.1% |
| Participation rate | 64.4% | 66.4%-2.0pp | 77.8%-13.3pp | 68.1%-3.6pp |
| Annual return | 16.16% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $356 | $2,614-86.4% | $4,154-91.4% | $2,551-86.0% |
| Participant deferral / active EE | $2,745 | $3,214-14.6% | $5,453-49.7% | $4,139-33.7% |
| Admin fee / account holder | $2,962 | $6,352-53.4% | $14,116-79.0% | $7,234-59.1% |