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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 | $203,121 | $78,428+159.0% | $95,960+111.7% | $79,852+154.4% |
| Participation rate | 55.2% | 73.5%-18.3pp | 77.1%-21.9pp | 69.6%-14.5pp |
| Annual return | 14.49% | 19.37%-4.9pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,116 | $1,945-42.6% | $2,541-56.1% | $2,471-54.9% |
| Participant deferral / active EE | $2,657 | $3,440-22.8% | $4,167-36.2% | $3,740-29.0% |
| Admin fee / account holder | $1,739 | $5,622-69.1% | $6,797-74.4% | $5,306-67.2% |