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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 | $140,314 | $77,358+81.4% | $102,184+37.3% | $87,485+60.4% |
| Participation rate | 37.9% | 78.7%-40.8pp | 82.6%-44.7pp | 68.9%-31.0pp |
| Annual return | 15.40% | 41.11%-25.7pp | 31.58%-16.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,314 | $2,562-48.7% | $3,594-63.4% | $2,596-49.4% |
| Participant deferral / active EE | $3,272 | $6,753-51.5% | $8,309-60.6% | $4,274-23.4% |
| Admin fee / account holder | $2,303 | $6,809-66.2% | $11,609-80.2% | $7,775-70.4% |