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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 | $131,357 | $71,230+84.4% | $93,727+40.1% | $80,959+62.3% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.4pp |
| Annual return | 19.15% | 11.26%+7.9pp | 133.83%-114.7pp | 35.67%-16.5pp |
| Employer contribution / active EE | $995 | $1,565-36.4% | $2,421-58.9% | $2,757-63.9% |
| Participant deferral / active EE | $1,422 | $4,037-64.8% | $4,417-67.8% | $4,300-66.9% |
| Admin fee / account holder | $2,972 | $6,961-57.3% | $8,292-64.2% | $6,925-57.1% |