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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 | $139,023 | $54,541+154.9% | $78,778+76.5% | $70,126+98.2% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.2%-23.0pp | 69.5%-23.4pp |
| Annual return | 17.81% | 21.07%-3.3pp | 35.62%-17.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $482 | $1,089-55.8% | $1,986-75.7% | $2,343-79.4% |
| Participant deferral / active EE | $2,117 | $2,210-4.2% | $2,958-28.4% | $3,332-36.5% |
| Admin fee / account holder | $1,711 | $3,709-53.9% | $5,134-66.7% | $4,645-63.2% |