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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 | $152,335 | $107,809+41.3% | $97,032+57.0% | $155,188-1.8% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 16.70% | 38.06%-21.4pp | 35.38%-18.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $449 | $2,911-84.6% | $2,629-82.9% | $4,248-89.4% |
| Participant deferral / active EE | $1,059 | $5,129-79.4% | $4,672-77.3% | $6,531-83.8% |
| Admin fee / account holder | $1,228 | $10,717-88.5% | $9,418-87.0% | $14,480-91.5% |