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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 | $119,834 | $94,439+26.9% | $73,658+62.7% | $154,746-22.6% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 12.59% | 28.25%-15.7pp | 29.72%-17.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $709 | $1,257-43.6% | $1,032-31.3% | $4,379-83.8% |
| Participant deferral / active EE | $3,357 | $2,527+32.8% | $2,062+62.8% | $6,730-50.1% |
| Admin fee / account holder | $1,409 | $3,843-63.3% | $3,357-58.0% | $14,365-90.2% |