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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 | $99,954 | $80,763+23.8% | $102,412-2.4% | $74,459+34.2% |
| Participation rate | 42.2% | 65.7%-23.5pp | 74.5%-32.3pp | 67.2%-25.0pp |
| Annual return | 11.44% | 27.57%-16.1pp | 24.94%-13.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $794 | $3,160-74.9% | $3,870-79.5% | $2,626-69.8% |
| Participant deferral / active EE | $2,090 | $3,862-45.9% | $5,060-58.7% | $4,350-52.0% |
| Admin fee / account holder | $2,266 | $2,371-4.5% | $8,388-73.0% | $1,945+16.5% |