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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 | $108,709 | $77,908+39.5% | $149,696-27.4% | $75,173+44.6% |
| Participation rate | 46.7% | 65.6%-18.9pp | 78.8%-32.1pp | 67.2%-20.5pp |
| Annual return | 23.04% | 31.73%-8.7pp | 134.46%-111.4pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,600 | $3,138-49.0% | $4,821-66.8% | $2,671-40.1% |
| Participant deferral / active EE | $3,894 | $3,411+14.2% | $5,682-31.5% | $4,126-5.6% |
| Admin fee / account holder | $1,300 | $5,950-78.2% | $13,212-90.2% | $5,651-77.0% |