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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 | $103,132 | $54,541+89.1% | $78,778+30.9% | $70,126+47.1% |
| Participation rate | 46.7% | 60.8%-14.1pp | 69.2%-22.5pp | 69.5%-22.9pp |
| Annual return | 17.98% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.2pp |
| Employer contribution / active EE | $455 | $1,089-58.2% | $1,986-77.1% | $2,343-80.6% |
| Participant deferral / active EE | $1,841 | $2,210-16.7% | $2,958-37.8% | $3,332-44.8% |
| Admin fee / account holder | $6,254 | $3,709+68.6% | $5,134+21.8% | $4,645+34.6% |