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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 | $122,390 | $76,551+59.9% | $123,894-1.2% | $62,881+94.6% |
| Participation rate | 26.7% | 73.0%-46.3pp | 81.4%-54.7pp | 69.3%-42.6pp |
| Annual return | 8.22% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $816 | $2,882-71.7% | $4,617-82.3% | $2,281-64.2% |
| Participant deferral / active EE | $2,816 | $4,840-41.8% | $5,984-52.9% | $3,203-12.1% |
| Admin fee / account holder | $1,534 | $4,826-68.2% | $8,357-81.6% | $4,296-64.3% |