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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 | $118,295 | $76,407+54.8% | $150,298-21.3% | $82,448+43.5% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 13.60% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $904 | $2,614-65.4% | $4,154-78.2% | $2,551-64.6% |
| Participant deferral / active EE | $2,918 | $3,214-9.2% | $5,453-46.5% | $4,139-29.5% |
| Admin fee / account holder | $5,989 | $6,352-5.7% | $14,116-57.6% | $7,234-17.2% |