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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 | $103,681 | $55,889+85.5% | $76,119+36.2% | $80,935+28.1% |
| Participation rate | 41.9% | 62.1%-20.2pp | 69.1%-27.2pp | 67.7%-25.8pp |
| Annual return | 10.66% | 20.58%-9.9pp | 361.25%-350.6pp | 35.66%-25.0pp |
| Employer contribution / active EE | $801 | $1,866-57.1% | $2,693-70.3% | $2,757-71.0% |
| Participant deferral / active EE | $1,738 | $3,051-43.1% | $4,259-59.2% | $4,299-59.6% |
| Admin fee / account holder | $3,068 | $5,241-41.5% | $6,421-52.2% | $6,924-55.7% |