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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 | $109,560 | $48,364+126.5% | $71,796+52.6% | $62,881+74.2% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 6.76% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $674 | $1,042-35.3% | $1,924-65.0% | $2,281-70.4% |
| Participant deferral / active EE | $1,667 | $2,091-20.3% | $2,794-40.4% | $3,203-48.0% |
| Admin fee / account holder | $6,317 | $3,771+67.5% | $4,815+31.2% | $4,296+47.1% |