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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 | $117,657 | $84,953+38.5% | $163,379-28.0% | $82,637+42.4% |
| Participation rate | 42.2% | 65.9%-23.7pp | 76.8%-34.6pp | 68.1%-25.8pp |
| Annual return | 35.95% | 23.07%+12.9pp | 63.41%-27.5pp | 53.51%-17.6pp |
| Employer contribution / active EE | $497 | $2,183-77.2% | $3,752-86.7% | $2,552-80.5% |
| Participant deferral / active EE | $2,138 | $4,326-50.6% | $6,282-66.0% | $4,126-48.2% |
| Admin fee / account holder | $21,324 | $7,921+169.2% | $9,818+117.2% | $7,339+190.6% |