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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 | $115,961 | $91,559+26.7% | $133,971-13.4% | $79,852+45.2% |
| Participation rate | 30.6% | 73.3%-42.7pp | 79.8%-49.2pp | 69.6%-39.0pp |
| Annual return | 16.32% | 61.85%-45.5pp | 45.09%-28.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $980 | $2,384-58.9% | $3,919-75.0% | $2,471-60.3% |
| Participant deferral / active EE | $3,022 | $3,734-19.1% | $5,047-40.1% | $3,740-19.2% |
| Admin fee / account holder | $3,552 | $6,321-43.8% | $8,929-60.2% | $5,306-33.1% |