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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 | $117,469 | $106,864+9.9% | $147,318-20.3% | $82,637+42.1% |
| Participation rate | 44.7% | 75.5%-30.8pp | 82.1%-37.3pp | 68.1%-23.3pp |
| Annual return | 14.94% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,414 | $3,417-58.6% | $4,593-69.2% | $2,552-44.6% |
| Participant deferral / active EE | $4,647 | $6,496-28.5% | $7,906-41.2% | $4,126+12.6% |
| Admin fee / account holder | $12,400 | $8,415+47.4% | $13,708-9.5% | $7,339+69.0% |