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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 | $94,031+30.5% | $115,768+6.0% | $82,448+48.8% |
| Participation rate | 43.9% | 70.4%-26.6pp | 74.4%-30.5pp | 68.1%-24.2pp |
| Annual return | 12.96% | 20.61%-7.6pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $761 | $2,323-67.2% | $2,940-74.1% | $2,551-70.2% |
| Participant deferral / active EE | $2,139 | $3,972-46.1% | $4,917-56.5% | $4,139-48.3% |
| Admin fee / account holder | $7,094 | $10,249-30.8% | $12,439-43.0% | $7,234-1.9% |