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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 | $141,757 | $107,809+31.5% | $97,032+46.1% | $155,188-8.7% |
| Participation rate | 44.4% | 75.5%-31.0pp | 71.6%-27.1pp | 80.8%-36.4pp |
| Annual return | 13.96% | 38.06%-24.1pp | 35.38%-21.4pp | 148.84%-134.9pp |
| Employer contribution / active EE | $687 | $2,911-76.4% | $2,629-73.9% | $4,248-83.8% |
| Participant deferral / active EE | $2,695 | $5,129-47.5% | $4,672-42.3% | $6,531-58.7% |
| Admin fee / account holder | $491 | $10,717-95.4% | $9,418-94.8% | $14,480-96.6% |