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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 | $126,759 | $76,407+65.9% | $150,298-15.7% | $82,448+53.7% |
| Participation rate | 45.9% | 66.4%-20.5pp | 77.8%-31.8pp | 68.1%-22.1pp |
| Annual return | 24.14% | 39.99%-15.9pp | 62.79%-38.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $925 | $2,614-64.6% | $4,154-77.7% | $2,551-63.7% |
| Participant deferral / active EE | $1,833 | $3,214-43.0% | $5,453-66.4% | $4,139-55.7% |
| Admin fee / account holder | $1,591 | $6,352-75.0% | $14,116-88.7% | $7,234-78.0% |