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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 | $134,434 | $100,125+34.3% | $81,482+65.0% | $145,978-7.9% |
| Participation rate | 26.1% | 74.2%-48.1pp | 69.5%-43.4pp | 80.3%-54.2pp |
| Annual return | 23.81% | 34.44%-10.6pp | 24.79%-1.0pp | 550.52%-526.7pp |
| Employer contribution / active EE | $653 | $2,977-78.1% | $2,463-73.5% | $4,662-86.0% |
| Participant deferral / active EE | $1,903 | $4,609-58.7% | $3,885-51.0% | $6,690-71.6% |
| Admin fee / account holder | $1,854 | $8,198-77.4% | $5,761-67.8% | $13,400-86.2% |