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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 | $102,810 | $78,428+31.1% | $95,960+7.1% | $79,852+28.8% |
| Participation rate | 64.2% | 73.5%-9.3pp | 77.1%-12.9pp | 69.6%-5.5pp |
| Annual return | 14.19% | 19.37%-5.2pp | 91.63%-77.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,075 | $1,945-44.7% | $2,541-57.7% | $2,471-56.5% |
| Participant deferral / active EE | $1,959 | $3,440-43.1% | $4,167-53.0% | $3,740-47.6% |
| Admin fee / account holder | $2,123 | $5,622-62.2% | $6,797-68.8% | $5,306-60.0% |