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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 | $129,281 | $94,439+36.9% | $73,658+75.5% | $154,746-16.5% |
| Participation rate | 18.8% | 64.7%-45.9pp | 57.0%-38.3pp | 80.7%-62.0pp |
| Annual return | 23.24% | 28.25%-5.0pp | 29.72%-6.5pp | 172.34%-149.1pp |
| Employer contribution / active EE | $453 | $1,257-64.0% | $1,032-56.1% | $4,379-89.7% |
| Participant deferral / active EE | $1,779 | $2,527-29.6% | $2,062-13.7% | $6,730-73.6% |
| Admin fee / account holder | $1,547 | $3,843-59.8% | $3,357-53.9% | $14,365-89.2% |