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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 | $109,006 | $83,337+30.8% | $67,834+60.7% | $273,970-60.2% |
| Participation rate | 42.1% | 76.4%-34.3pp | 68.8%-26.7pp | 83.0%-40.9pp |
| Annual return | 5.93% | 259.45%-253.5pp | 138.47%-132.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,481 | $3,287-54.9% | $2,403-38.4% | $4,869-69.6% |
| Participant deferral / active EE | $2,633 | $4,088-35.6% | $3,160-16.7% | $5,287-50.2% |
| Admin fee / account holder | $1,852 | $6,752-72.6% | $4,622-59.9% | $10,132-81.7% |