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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 | $123,375 | $76,407+61.5% | $150,298-17.9% | $82,448+49.6% |
| Participation rate | 43.5% | 66.4%-22.8pp | 77.8%-34.2pp | 68.1%-24.5pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $956 | $2,614-63.4% | $4,154-77.0% | $2,551-62.5% |
| Participant deferral / active EE | $2,616 | $3,214-18.6% | $5,453-52.0% | $4,139-36.8% |
| Admin fee / account holder | $5,895 | $6,352-7.2% | $14,116-58.2% | $7,234-18.5% |