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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 | $102,610 | $78,423+30.8% | $95,964+6.9% | $79,856+28.5% |
| Participation rate | 20.0% | 73.5%-53.5pp | 77.1%-57.1pp | 69.6%-49.6pp |
| Annual return | 17.20% | 19.37%-2.2pp | 91.64%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $522 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,639 | $3,440-52.4% | $4,167-60.7% | $3,741-56.2% |
| Admin fee / account holder | $647 | $5,622-88.5% | $6,797-90.5% | $5,306-87.8% |