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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 | $135,381 | $106,749+26.8% | $145,433-6.9% | $82,448+64.2% |
| Participation rate | 48.5% | 75.6%-27.2pp | 82.1%-33.6pp | 68.1%-19.6pp |
| Annual return | 19.87% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $980 | $3,444-71.5% | $4,554-78.5% | $2,551-61.6% |
| Participant deferral / active EE | $4,721 | $6,519-27.6% | $7,897-40.2% | $4,139+14.1% |
| Admin fee / account holder | $538 | $8,390-93.6% | $13,129-95.9% | $7,234-92.6% |