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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 | $106,839 | $62,672+70.5% | $185,117-42.3% | $70,131+52.3% |
| Participation rate | 41.5% | 63.8%-22.3pp | 77.3%-35.8pp | 69.5%-28.0pp |
| Annual return | 16.26% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,225 | $1,753-30.1% | $4,182-70.7% | $2,342-47.7% |
| Participant deferral / active EE | $2,449 | $3,272-25.1% | $5,045-51.5% | $3,332-26.5% |
| Admin fee / account holder | $1,183 | $3,932-69.9% | $8,159-85.5% | $4,645-74.5% |