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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 | $56,060+84.9% | $76,002+36.4% | $80,874+28.2% |
| Participation rate | 41.9% | 62.0%-20.1pp | 69.1%-27.2pp | 67.6%-25.8pp |
| Annual return | 10.66% | 20.54%-9.9pp | 360.07%-349.4pp | 35.62%-25.0pp |
| Employer contribution / active EE | $801 | $1,873-57.3% | $2,688-70.2% | $2,756-71.0% |
| Participant deferral / active EE | $1,738 | $3,051-43.1% | $4,257-59.2% | $4,297-59.6% |
| Admin fee / account holder | $3,068 | $5,237-41.4% | $6,414-52.2% | $6,935-55.8% |