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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 | $103,118 | $77,638+32.8% | $156,551-34.1% | $62,881+64.0% |
| Participation rate | 63.8% | 71.2%-7.4pp | 84.0%-20.2pp | 69.3%-5.5pp |
| Annual return | 18.02% | 50.33%-32.3pp | 32.23%-14.2pp | 20.14%-2.1pp |
| Employer contribution / active EE | $1,110 | $3,444-67.8% | $5,501-79.8% | $2,281-51.3% |
| Participant deferral / active EE | $2,179 | $3,046-28.5% | $4,871-55.3% | $3,203-32.0% |
| Admin fee / account holder | $2,042 | $5,561-63.3% | $13,028-84.3% | $4,296-52.5% |