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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 | $127,298 | $69,590+82.9% | $136,867-7.0% | $94,015+35.4% |
| Participation rate | 24.4% | 66.3%-41.9pp | 74.5%-50.2pp | 70.8%-46.4pp |
| Annual return | 15.83% | 19.62%-3.8pp | 42.97%-27.1pp | 17.84%-2.0pp |
| Employer contribution / active EE | $617 | $2,396-74.3% | $3,547-82.6% | $2,790-77.9% |
| Participant deferral / active EE | $1,622 | $3,437-52.8% | $4,924-67.1% | $4,249-61.8% |
| Admin fee / account holder | $1,010 | $8,912-88.7% | $10,340-90.2% | $8,951-88.7% |