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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 | $118,454 | $97,125+22.0% | $86,233+37.4% | $137,256-13.7% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.0%-34.0pp | 80.0%-45.0pp |
| Annual return | 17.19% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $531 | $2,841-81.3% | $2,504-78.8% | $4,156-87.2% |
| Participant deferral / active EE | $2,240 | $5,180-56.8% | $4,559-50.9% | $6,407-65.0% |
| Admin fee / account holder | $14,935 | $9,725+53.6% | $8,342+79.0% | $12,270+21.7% |