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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 | $123,187 | $75,541+63.1% | $152,093-19.0% | $82,637+49.1% |
| Participation rate | 55.6% | 66.5%-11.0pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 17.93% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $536 | $2,622-79.5% | $4,175-87.2% | $2,552-79.0% |
| Participant deferral / active EE | $1,899 | $3,206-40.8% | $5,451-65.2% | $4,126-54.0% |
| Admin fee / account holder | $993 | $6,405-84.5% | $14,497-93.1% | $7,339-86.5% |