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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 | $138,210 | $91,559+51.0% | $133,978+3.2% | $79,856+73.1% |
| Participation rate | 22.2% | 73.3%-51.1pp | 79.8%-57.6pp | 69.6%-47.4pp |
| Annual return | 22.32% | 61.85%-39.5pp | 45.10%-22.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $711 | $2,384-70.2% | $3,919-81.9% | $2,471-71.2% |
| Participant deferral / active EE | $2,656 | $3,734-28.9% | $5,047-47.4% | $3,741-29.0% |
| Admin fee / account holder | $387 | $6,321-93.9% | $8,930-95.7% | $5,306-92.7% |