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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 | $101,950+20.3% | $125,529-2.3% | $86,983+41.0% |
| Participation rate | 43.9% | 70.2%-26.3pp | 74.7%-30.9pp | 69.5%-25.7pp |
| Annual return | 12.96% | 18.29%-5.3pp | 202.56%-189.6pp | 25.83%-12.9pp |
| Employer contribution / active EE | $761 | $2,358-67.7% | $3,058-75.1% | $2,584-70.6% |
| Participant deferral / active EE | $2,139 | $3,862-44.6% | $4,813-55.5% | $4,194-49.0% |
| Admin fee / account holder | $7,094 | $12,791-44.5% | $16,298-56.5% | $7,856-9.7% |