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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 | $130,625 | $106,524+22.6% | $152,301-14.2% | $87,485+49.3% |
| Participation rate | 37.8% | 75.8%-37.9pp | 82.4%-44.6pp | 68.9%-31.1pp |
| Annual return | 17.94% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,470 | $3,371-56.4% | $4,624-68.2% | $2,596-43.4% |
| Participant deferral / active EE | $3,682 | $6,525-43.6% | $8,004-54.0% | $4,274-13.8% |
| Admin fee / account holder | $1,128 | $8,287-86.4% | $14,398-92.2% | $7,775-85.5% |