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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 | $113,813 | $65,367+74.1% | $92,915+22.5% | $72,976+56.0% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 23.44% | 42.11%-18.7pp | 109.45%-86.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $604 | $2,594-76.7% | $3,653-83.5% | $2,440-75.2% |
| Participant deferral / active EE | $2,896 | $3,128-7.4% | $4,238-31.7% | $3,608-19.7% |
| Admin fee / account holder | $8,703 | $4,251+104.7% | $5,796+50.2% | $5,124+69.8% |