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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 | $138,719 | $107,809+28.7% | $97,032+43.0% | $155,188-10.6% |
| Participation rate | 22.7% | 75.5%-52.7pp | 71.6%-48.8pp | 80.8%-58.1pp |
| Annual return | 14.98% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $382 | $2,911-86.9% | $2,629-85.5% | $4,248-91.0% |
| Participant deferral / active EE | $1,843 | $5,129-64.1% | $4,672-60.6% | $6,531-71.8% |
| Admin fee / account holder | $1,428 | $10,717-86.7% | $9,418-84.8% | $14,480-90.1% |