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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 | $108,102 | $91,198+18.5% | $178,503-39.4% | $79,856+35.4% |
| Participation rate | 56.8% | 69.2%-12.5pp | 81.9%-25.2pp | 69.6%-12.9pp |
| Annual return | 14.77% | 24.20%-9.4pp | 151.12%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $670 | $3,257-79.4% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $1,889 | $3,237-41.6% | $5,202-63.7% | $3,741-49.5% |
| Admin fee / account holder | $2,315 | $6,748-65.7% | $13,987-83.5% | $5,306-56.4% |