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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 | $137,083 | $107,809+27.2% | $97,032+41.3% | $155,188-11.7% |
| Participation rate | 28.6% | 75.5%-46.9pp | 71.6%-43.0pp | 80.8%-52.2pp |
| Annual return | 16.33% | 38.06%-21.7pp | 35.38%-19.0pp | 148.84%-132.5pp |
| Employer contribution / active EE | $335 | $2,911-88.5% | $2,629-87.3% | $4,248-92.1% |
| Participant deferral / active EE | $2,630 | $5,129-48.7% | $4,672-43.7% | $6,531-59.7% |
| Admin fee / account holder | $1,259 | $10,717-88.3% | $9,418-86.6% | $14,480-91.3% |