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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 | $138,656 | $97,289+42.5% | $92,805+49.4% | $155,188-10.7% |
| Participation rate | 35.7% | 84.2%-48.5pp | 83.5%-47.8pp | 80.8%-45.1pp |
| Annual return | 14.81% | 29.03%-14.2pp | 31.59%-16.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $266 | $3,632-92.7% | $3,424-92.2% | $4,248-93.7% |
| Participant deferral / active EE | $3,311 | $8,795-62.4% | $8,448-60.8% | $6,531-49.3% |
| Admin fee / account holder | $44,279 | $12,015+268.5% | $10,911+305.8% | $14,480+205.8% |