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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 | $100,220 | $50,082+100.1% | $93,515+7.2% | $79,856+25.5% |
| Participation rate | 53.5% | 60.9%-7.4pp | 66.8%-13.3pp | 69.6%-16.2pp |
| Annual return | 13.54% | 24.59%-11.0pp | 78.21%-64.7pp | 31.71%-18.2pp |
| Employer contribution / active EE | $584 | $1,303-55.2% | $2,077-71.9% | $2,471-76.4% |
| Participant deferral / active EE | $2,922 | $2,212+32.1% | $3,129-6.6% | $3,741-21.9% |
| Admin fee / account holder | $6,126 | $3,454+77.3% | $5,235+17.0% | $5,306+15.4% |