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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 | $102,708 | $84,236+21.9% | $170,439-39.7% | $70,124+46.5% |
| Participation rate | 57.4% | 70.8%-13.4pp | 83.6%-26.2pp | 69.5%-12.1pp |
| Annual return | 17.26% | 23.06%-5.8pp | 205.94%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $910 | $3,387-73.1% | $5,433-83.2% | $2,342-61.1% |
| Participant deferral / active EE | $3,429 | $3,086+11.1% | $4,939-30.6% | $3,332+2.9% |
| Admin fee / account holder | $1,237 | $5,698-78.3% | $13,881-91.1% | $4,645-73.4% |