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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 | $116,150 | $76,407+52.0% | $150,298-22.7% | $82,448+40.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 15.75% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $797 | $2,614-69.5% | $4,154-80.8% | $2,551-68.7% |
| Participant deferral / active EE | $1,358 | $3,214-57.7% | $5,453-75.1% | $4,139-67.2% |
| Admin fee / account holder | $9,470 | $6,352+49.1% | $14,116-32.9% | $7,234+30.9% |