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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 | $129,674 | $85,024+52.5% | $70,544+83.8% | $139,466-7.0% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 12.55% | 30.39%-17.8pp | 32.79%-20.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,415 | $3,912-63.8% | $2,976-52.4% | $4,754-70.2% |
| Participant deferral / active EE | $3,807 | $5,891-35.4% | $4,568-16.7% | $6,712-43.3% |
| Admin fee / account holder | $3,436 | $8,928-61.5% | $6,427-46.5% | $11,409-69.9% |