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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 | $122,375 | $77,896+57.1% | $134,172-8.8% | $82,448+48.4% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 14.78% | 18.21%-3.4pp | 25.30%-10.5pp | 41.64%-26.9pp |
| Employer contribution / active EE | $931 | $2,159-56.9% | $3,420-72.8% | $2,551-63.5% |
| Participant deferral / active EE | $1,487 | $3,162-53.0% | $4,690-68.3% | $4,139-64.1% |
| Admin fee / account holder | $739 | $6,336-88.3% | $12,016-93.9% | $7,234-89.8% |