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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 | $137,275 | $73,978+85.6% | $96,515+42.2% | $75,173+82.6% |
| Participation rate | 30.8% | 66.4%-35.7pp | 74.3%-43.6pp | 67.2%-36.4pp |
| Annual return | 13.49% | 26.72%-13.2pp | 35.73%-22.2pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,056 | $2,931-64.0% | $3,740-71.8% | $2,671-60.5% |
| Participant deferral / active EE | $3,881 | $3,660+6.0% | $4,880-20.5% | $4,126-6.0% |
| Admin fee / account holder | $13,847 | $5,219+165.3% | $6,735+105.6% | $5,651+145.0% |