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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 | $104,650+23.5% | $83,854+54.2% | $155,188-16.7% |
| Participation rate | 18.8% | 65.1%-46.3pp | 59.1%-40.4pp | 80.8%-62.1pp |
| Annual return | 23.24% | 28.97%-5.7pp | 31.39%-8.2pp | 148.84%-125.6pp |
| Employer contribution / active EE | $453 | $1,196-62.1% | $1,017-55.5% | $4,248-89.3% |
| Participant deferral / active EE | $1,779 | $2,367-24.9% | $2,035-12.6% | $6,531-72.8% |
| Admin fee / account holder | $1,547 | $3,518-56.0% | $3,197-51.6% | $14,480-89.3% |