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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 | $113,647 | $90,486+25.6% | $78,676+44.4% | $273,972-58.5% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 7.34% | 75.62%-68.3pp | 62.19%-54.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,764 | $3,175-44.4% | $2,850-38.1% | $4,869-63.8% |
| Participant deferral / active EE | $5,129 | $3,901+31.5% | $3,517+45.8% | $5,287-3.0% |
| Admin fee / account holder | $650 | $5,263-87.7% | $4,510-85.6% | $10,133-93.6% |