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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 | $122,675 | $97,648+25.6% | $121,663+0.8% | $87,485+40.2% |
| Participation rate | 43.9% | 70.5%-26.6pp | 74.5%-30.6pp | 68.9%-25.1pp |
| Annual return | 12.96% | 18.03%-5.1pp | 147.54%-134.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $761 | $2,300-66.9% | $3,020-74.8% | $2,596-70.7% |
| Participant deferral / active EE | $2,139 | $3,923-45.5% | $4,887-56.2% | $4,274-49.9% |
| Admin fee / account holder | $7,094 | $11,100-36.1% | $14,289-50.4% | $7,775-8.8% |