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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 | $112,107 | $65,027+72.4% | $90,970+23.2% | $79,852+40.4% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 16.13% | 30.45%-14.3pp | 134.58%-118.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $502 | $1,247-59.7% | $2,122-76.3% | $2,471-79.7% |
| Participant deferral / active EE | $2,408 | $2,512-4.1% | $3,373-28.6% | $3,740-35.6% |
| Admin fee / account holder | $822 | $4,535-81.9% | $5,960-86.2% | $5,306-84.5% |