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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 | $125,220 | $49,255+154.2% | $70,494+77.6% | $79,856+56.8% |
| Participation rate | 40.5% | 69.2%-28.6pp | 75.1%-34.5pp | 69.6%-29.1pp |
| Annual return | 7.12% | 30.10%-23.0pp | 109.16%-102.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $637 | $2,100-69.7% | $2,738-76.7% | $2,471-74.2% |
| Participant deferral / active EE | $1,108 | $2,768-60.0% | $3,711-70.1% | $3,741-70.4% |
| Admin fee / account holder | $1,381 | $2,879-52.0% | $3,848-64.1% | $5,306-74.0% |