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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 | $158,796 | $78,428+102.5% | $95,960+65.5% | $79,852+98.9% |
| Participation rate | 53.6% | 73.5%-19.9pp | 77.1%-23.5pp | 69.6%-16.1pp |
| Annual return | 18.51% | 19.37%-0.9pp | 91.63%-73.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,306 | $1,945-32.9% | $2,541-48.6% | $2,471-47.1% |
| Participant deferral / active EE | $3,176 | $3,440-7.7% | $4,167-23.8% | $3,740-15.1% |
| Admin fee / account holder | $6,171 | $5,622+9.8% | $6,797-9.2% | $5,306+16.3% |