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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 | $144,346 | $94,439+52.8% | $73,658+96.0% | $154,746-6.7% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 19.07% | 28.25%-9.2pp | 29.72%-10.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $712 | $1,257-43.4% | $1,032-31.1% | $4,379-83.7% |
| Participant deferral / active EE | $2,122 | $2,527-16.0% | $2,062+2.9% | $6,730-68.5% |
| Admin fee / account holder | $561 | $3,843-85.4% | $3,357-83.3% | $14,365-96.1% |