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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 | $100,638 | $65,034+54.7% | $90,970+10.6% | $79,856+26.0% |
| Participation rate | 40.2% | 61.6%-21.4pp | 69.0%-28.8pp | 69.6%-29.4pp |
| Annual return | 16.21% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $473 | $1,247-62.0% | $2,122-77.7% | $2,471-80.8% |
| Participant deferral / active EE | $2,812 | $2,512+11.9% | $3,373-16.6% | $3,741-24.8% |
| Admin fee / account holder | $6,734 | $4,536+48.5% | $5,961+13.0% | $5,306+26.9% |