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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 | $101,772 | $78,707+29.3% | $117,861-13.7% | $70,126+45.1% |
| Participation rate | 59.2% | 73.2%-14.0pp | 79.7%-20.5pp | 69.5%-10.4pp |
| Annual return | 16.22% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,433 | $2,223-35.6% | $3,786-62.2% | $2,343-38.8% |
| Participant deferral / active EE | $2,610 | $3,297-20.9% | $4,482-41.8% | $3,332-21.7% |
| Admin fee / account holder | $3,252 | $5,066-35.8% | $8,021-59.5% | $4,645-30.0% |