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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 | $112,659 | $60,442+86.4% | $96,754+16.4% | $87,485+28.8% |
| Participation rate | 43.9% | 58.7%-14.8pp | 70.3%-26.4pp | 68.9%-25.0pp |
| Annual return | 14.55% | 21.97%-7.4pp | 82.04%-67.5pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,271 | $1,691-24.8% | $2,679-52.6% | $2,596-51.0% |
| Participant deferral / active EE | $2,871 | $3,280-12.5% | $4,758-39.7% | $4,274-32.8% |
| Admin fee / account holder | $2,500 | $5,069-50.7% | $8,905-71.9% | $7,775-67.8% |