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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 | $110,948 | $54,541+103.4% | $78,778+40.8% | $70,126+58.2% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 14.59% | 21.07%-6.5pp | 35.62%-21.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $268 | $1,089-75.4% | $1,986-86.5% | $2,343-88.6% |
| Participant deferral / active EE | $1,376 | $2,210-37.7% | $2,958-53.5% | $3,332-58.7% |
| Admin fee / account holder | $2,729 | $3,709-26.4% | $5,134-46.8% | $4,645-41.3% |