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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 | $136,318 | $106,749+27.7% | $145,433-6.3% | $82,448+65.3% |
| Participation rate | 41.9% | 75.6%-33.8pp | 82.1%-40.3pp | 68.1%-26.2pp |
| Annual return | 17.40% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,323 | $3,444-61.6% | $4,554-70.9% | $2,551-48.1% |
| Participant deferral / active EE | $2,531 | $6,519-61.2% | $7,897-68.0% | $4,139-38.9% |
| Admin fee / account holder | $3,799 | $8,390-54.7% | $13,129-71.1% | $7,234-47.5% |