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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 | $136,715 | $88,996+53.6% | $78,004+75.3% | $138,895-1.6% |
| Participation rate | 56.5% | 74.4%-17.8pp | 69.4%-12.9pp | 79.9%-23.4pp |
| Annual return | 14.85% | 28.03%-13.2pp | 31.07%-16.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $672 | $2,917-76.9% | $2,469-72.8% | $4,194-84.0% |
| Participant deferral / active EE | $2,994 | $4,724-36.6% | $4,092-26.8% | $6,396-53.2% |
| Admin fee / account holder | $23,093 | $8,807+162.2% | $7,578+204.7% | $12,562+83.8% |