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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 | $135,744 | $46,877+189.6% | $122,354+10.9% | $70,126+93.6% |
| Participation rate | 26.9% | 58.2%-31.3pp | 71.6%-44.7pp | 69.5%-42.6pp |
| Annual return | 13.79% | 24.22%-10.4pp | 30.28%-16.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $684 | $1,288-46.9% | $4,051-83.1% | $2,343-70.8% |
| Participant deferral / active EE | $1,433 | $2,167-33.9% | $3,287-56.4% | $3,332-57.0% |
| Admin fee / account holder | $1,524 | $3,324-54.1% | $5,479-72.2% | $4,645-67.2% |