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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 | $164,295 | $113,338+45.0% | $94,993+73.0% | $147,586+11.3% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.9%-31.0pp | 82.8%-40.0pp |
| Annual return | 19.99% | 20.80%-0.8pp | 27.14%-7.2pp | 578.59%-558.6pp |
| Employer contribution / active EE | $882 | $3,160-72.1% | $2,603-66.1% | $4,876-81.9% |
| Participant deferral / active EE | $3,042 | $3,777-19.5% | $3,317-8.3% | $5,439-44.1% |
| Admin fee / account holder | $1,183 | $6,063-80.5% | $4,960-76.2% | $10,886-89.1% |