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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 | $112,788 | $75,541+49.3% | $152,093-25.8% | $82,637+36.5% |
| Participation rate | 44.0% | 66.5%-22.5pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 15.57% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $838 | $2,622-68.0% | $4,175-79.9% | $2,552-67.2% |
| Participant deferral / active EE | $1,453 | $3,206-54.7% | $5,451-73.3% | $4,126-64.8% |
| Admin fee / account holder | $971 | $6,405-84.8% | $14,497-93.3% | $7,339-86.8% |