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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 | $126,112 | $76,407+65.1% | $150,298-16.1% | $82,448+53.0% |
| Participation rate | 18.9% | 66.4%-47.5pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 13.66% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $463 | $2,614-82.3% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $2,290 | $3,214-28.7% | $5,453-58.0% | $4,139-44.7% |
| Admin fee / account holder | $4,024 | $6,352-36.6% | $14,116-71.5% | $7,234-44.4% |