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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 | $105,864 | $78,423+35.0% | $95,964+10.3% | $79,856+32.6% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 26.47% | 19.37%+7.1pp | 91.64%-65.2pp | 31.71%-5.2pp |
| Employer contribution / active EE | $595 | $1,945-69.4% | $2,541-76.6% | $2,471-75.9% |
| Participant deferral / active EE | $2,234 | $3,440-35.1% | $4,167-46.4% | $3,741-40.3% |
| Admin fee / account holder | $2,301 | $5,622-59.1% | $6,797-66.1% | $5,306-56.6% |