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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 | $139,478 | $74,535+87.1% | $100,712+38.5% | $82,637+68.8% |
| Participation rate | 40.7% | 61.2%-20.4pp | 69.3%-28.5pp | 68.1%-27.3pp |
| Annual return | 19.48% | 18.92%+0.6pp | 33.27%-13.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $654 | $1,503-56.5% | $2,313-71.7% | $2,552-74.4% |
| Participant deferral / active EE | $1,262 | $3,074-58.9% | $4,085-69.1% | $4,126-69.4% |
| Admin fee / account holder | $5,576 | $6,576-15.2% | $9,256-39.8% | $7,339-24.0% |