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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 | $141,669 | $83,485+69.7% | $125,195+13.2% | $72,976+94.1% |
| Participation rate | 27.6% | 73.3%-45.7pp | 79.8%-52.2pp | 69.5%-41.9pp |
| Annual return | 17.25% | 25.77%-8.5pp | 43.79%-26.5pp | 81.02%-63.8pp |
| Employer contribution / active EE | $563 | $2,346-76.0% | $3,866-85.4% | $2,440-76.9% |
| Participant deferral / active EE | $2,292 | $3,586-36.1% | $4,937-53.6% | $3,608-36.5% |
| Admin fee / account holder | $962 | $5,518-82.6% | $9,704-90.1% | $5,124-81.2% |