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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 | $132,366 | $85,024+55.7% | $70,544+87.6% | $139,466-5.1% |
| Participation rate | 41.7% | 73.9%-32.2pp | 68.4%-26.7pp | 80.3%-38.7pp |
| Annual return | 15.15% | 30.39%-15.2pp | 32.79%-17.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,026 | $3,912-48.2% | $2,976-31.9% | $4,754-57.4% |
| Participant deferral / active EE | $3,266 | $5,891-44.6% | $4,568-28.5% | $6,712-51.3% |
| Admin fee / account holder | $410 | $8,928-95.4% | $6,427-93.6% | $11,409-96.4% |