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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 | $101,729 | $76,407+33.1% | $150,298-32.3% | $82,448+23.4% |
| Participation rate | 27.1% | 66.4%-39.3pp | 77.8%-50.6pp | 68.1%-40.9pp |
| Annual return | 33.83% | 39.99%-6.2pp | 62.79%-29.0pp | 41.64%-7.8pp |
| Employer contribution / active EE | $672 | $2,614-74.3% | $4,154-83.8% | $2,551-73.7% |
| Participant deferral / active EE | $1,553 | $3,214-51.7% | $5,453-71.5% | $4,139-62.5% |
| Admin fee / account holder | $3,344 | $6,352-47.4% | $14,116-76.3% | $7,234-53.8% |