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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 | $106,821 | $78,425+36.2% | $95,956+11.3% | $79,858+33.8% |
| Participation rate | 34.0% | 73.5%-39.5pp | 77.1%-43.1pp | 69.6%-35.7pp |
| Annual return | 12.72% | 19.37%-6.7pp | 91.63%-78.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $943 | $1,945-51.5% | $2,541-62.9% | $2,471-61.8% |
| Participant deferral / active EE | $2,228 | $3,440-35.2% | $4,167-46.5% | $3,740-40.4% |
| Admin fee / account holder | $393 | $5,622-93.0% | $6,797-94.2% | $5,306-92.6% |