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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 | $108,344 | $78,423+38.2% | $95,964+12.9% | $79,856+35.7% |
| Participation rate | 52.9% | 73.5%-20.6pp | 77.1%-24.1pp | 69.6%-16.7pp |
| Annual return | 12.66% | 19.37%-6.7pp | 91.64%-79.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,075 | $1,945-44.7% | $2,541-57.7% | $2,471-56.5% |
| Participant deferral / active EE | $3,861 | $3,440+12.2% | $4,167-7.3% | $3,741+3.2% |
| Admin fee / account holder | $18,545 | $5,622+229.9% | $6,797+172.8% | $5,306+249.5% |