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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 | $103,324 | $65,041+58.9% | $90,965+13.6% | $79,858+29.4% |
| Participation rate | 48.9% | 61.6%-12.7pp | 69.0%-20.1pp | 69.6%-20.7pp |
| Annual return | 14.68% | 30.45%-15.8pp | 134.57%-119.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $291 | $1,247-76.7% | $2,122-86.3% | $2,471-88.2% |
| Participant deferral / active EE | $1,856 | $2,512-26.1% | $3,373-45.0% | $3,740-50.4% |
| Admin fee / account holder | $2,139 | $4,536-52.9% | $5,960-64.1% | $5,306-59.7% |