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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 | $107,075 | $48,364+121.4% | $71,796+49.1% | $62,881+70.3% |
| Participation rate | 42.3% | 60.6%-18.4pp | 69.1%-26.9pp | 69.3%-27.1pp |
| Annual return | 9.00% | 13.16%-4.2pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $243 | $1,042-76.7% | $1,924-87.4% | $2,281-89.4% |
| Participant deferral / active EE | $1,099 | $2,091-47.4% | $2,794-60.7% | $3,203-65.7% |
| Admin fee / account holder | $1,566 | $3,771-58.5% | $4,815-67.5% | $4,296-63.6% |