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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 | $130,730 | $65,364+100.0% | $92,909+40.7% | $72,975+79.1% |
| Participation rate | 39.4% | 68.3%-28.9pp | 76.0%-36.6pp | 69.5%-30.1pp |
| Annual return | 21.58% | 42.11%-20.5pp | 109.44%-87.9pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,001 | $2,594-61.4% | $3,653-72.6% | $2,440-59.0% |
| Participant deferral / active EE | $2,719 | $3,128-13.1% | $4,238-35.9% | $3,608-24.6% |
| Admin fee / account holder | $2,215 | $4,251-47.9% | $5,795-61.8% | $5,124-56.8% |