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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 | $98,898 | $25,014+295.4% | $69,623+42.0% | $80,935+22.2% |
| Participation rate | 60.0% | 64.2%-4.2pp | 66.4%-6.4pp | 67.7%-7.7pp |
| Annual return | 13.66% | 19.08%-5.4pp | 101.23%-87.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,730 | $991+74.5% | $1,709+1.2% | $2,757-37.3% |
| Participant deferral / active EE | $4,238 | $1,840+130.4% | $2,890+46.7% | $4,299-1.4% |
| Admin fee / account holder | $3,749 | $2,491+50.5% | $4,696-20.2% | $6,924-45.9% |