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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 | $81,276+45.6% | $155,574-23.9% | $80,925+46.3% |
| Participation rate | 27.0% | 66.2%-39.3pp | 78.2%-51.2pp | 67.7%-40.7pp |
| Annual return | 19.80% | 33.36%-13.6pp | 64.87%-45.1pp | 35.65%-15.8pp |
| Employer contribution / active EE | $685 | $3,103-77.9% | $4,676-85.4% | $2,756-75.2% |
| Participant deferral / active EE | $2,268 | $3,453-34.3% | $5,629-59.7% | $4,299-47.2% |
| Admin fee / account holder | $2,184 | $7,993-72.7% | $15,914-86.3% | $6,940-68.5% |