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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 | $79,894+53.2% | $135,792-9.9% | $82,637+48.1% |
| Participation rate | 50.0% | 63.0%-13.0pp | 72.6%-22.6pp | 68.1%-18.1pp |
| Annual return | 14.78% | 17.20%-2.4pp | 25.96%-11.2pp | 53.51%-38.7pp |
| Employer contribution / active EE | $931 | $2,165-57.0% | $3,496-73.4% | $2,552-63.5% |
| Participant deferral / active EE | $1,487 | $3,194-53.5% | $4,759-68.8% | $4,126-64.0% |
| Admin fee / account holder | $739 | $6,434-88.5% | $12,266-94.0% | $7,339-89.9% |