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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 | $122,028 | $45,343+169.1% | $150,298-18.8% | $67,986+79.5% |
| Participation rate | 19.0% | 51.9%-32.9pp | 77.8%-58.8pp | 57.2%-38.2pp |
| Annual return | 14.76% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $462 | $1,462-68.4% | $4,154-88.9% | $2,019-77.1% |
| Participant deferral / active EE | $1,695 | $2,055-17.5% | $5,453-68.9% | $3,358-49.5% |
| Admin fee / account holder | $2,175 | $2,250-3.3% | $14,116-84.6% | $3,203-32.1% |