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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 | $135,713 | $46,877+189.5% | $122,354+10.9% | $70,126+93.5% |
| Participation rate | 39.7% | 58.2%-18.6pp | 71.6%-32.0pp | 69.5%-29.9pp |
| Annual return | 21.08% | 24.22%-3.1pp | 30.28%-9.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,159 | $1,288-10.0% | $4,051-71.4% | $2,343-50.5% |
| Participant deferral / active EE | $1,587 | $2,167-26.8% | $3,287-51.7% | $3,332-52.4% |
| Admin fee / account holder | $2,208 | $3,324-33.6% | $5,479-59.7% | $4,645-52.5% |