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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 | $118,356 | $81,233+45.7% | $155,567-23.9% | $80,874+46.3% |
| Participation rate | 27.0% | 66.2%-39.3pp | 78.2%-51.2pp | 67.6%-40.7pp |
| Annual return | 19.80% | 33.33%-13.5pp | 64.74%-44.9pp | 35.62%-15.8pp |
| Employer contribution / active EE | $685 | $3,101-77.9% | $4,674-85.4% | $2,756-75.2% |
| Participant deferral / active EE | $2,268 | $3,452-34.3% | $5,628-59.7% | $4,297-47.2% |
| Admin fee / account holder | $2,184 | $7,998-72.7% | $15,916-86.3% | $6,935-68.5% |