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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 | $137,705 | $112,729+22.2% | $98,716+39.5% | $137,256+0.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 12.55% | 38.48%-25.9pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,044 | $2,725-61.7% | $2,279-54.2% | $4,156-74.9% |
| Participant deferral / active EE | $3,273 | $4,640-29.5% | $4,048-19.1% | $6,407-48.9% |
| Admin fee / account holder | $15,472 | $10,129+52.8% | $8,703+77.8% | $12,270+26.1% |