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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 | $130,981 | $54,541+140.1% | $78,778+66.3% | $70,126+86.8% |
| Participation rate | 20.7% | 60.8%-40.1pp | 69.2%-48.5pp | 69.5%-48.9pp |
| Annual return | 19.58% | 21.07%-1.5pp | 35.62%-16.0pp | 73.15%-53.6pp |
| Employer contribution / active EE | $555 | $1,089-49.0% | $1,986-72.0% | $2,343-76.3% |
| Participant deferral / active EE | $1,881 | $2,210-14.9% | $2,958-36.4% | $3,332-43.6% |
| Admin fee / account holder | $379 | $3,709-89.8% | $5,134-92.6% | $4,645-91.8% |