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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 | $139,114 | $87,060+59.8% | $105,591+31.7% | $80,911+71.9% |
| Participation rate | 34.0% | 70.4%-36.5pp | 75.3%-41.3pp | 67.6%-33.7pp |
| Annual return | 10.46% | 17.05%-6.6pp | 116.43%-106.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $886 | $2,396-63.0% | $3,166-72.0% | $2,756-67.9% |
| Participant deferral / active EE | $1,765 | $3,986-55.7% | $5,008-64.8% | $4,297-58.9% |
| Admin fee / account holder | $634 | $8,442-92.5% | $11,024-94.3% | $6,935-90.9% |