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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 | $103,427 | $86,298+19.8% | $111,308-7.1% | $85,847+20.5% |
| Participation rate | 48.3% | 73.3%-25.1pp | 77.3%-29.0pp | 69.3%-21.0pp |
| Annual return | 16.98% | 19.99%-3.0pp | 54.67%-37.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $924 | $2,044-54.8% | $2,732-66.2% | $2,565-64.0% |
| Participant deferral / active EE | $2,959 | $3,641-18.7% | $4,487-34.1% | $3,952-25.1% |
| Admin fee / account holder | $2,112 | $8,189-74.2% | $7,965-73.5% | $6,261-66.3% |