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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 | $128,515 | $57,590+123.2% | $86,233+49.0% | $82,448+55.9% |
| Participation rate | 16.1% | 57.9%-41.7pp | 69.0%-52.9pp | 68.1%-51.9pp |
| Annual return | 15.18% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $234 | $1,655-85.9% | $2,504-90.7% | $2,551-90.8% |
| Participant deferral / active EE | $1,678 | $3,080-45.5% | $4,559-63.2% | $4,139-59.5% |
| Admin fee / account holder | $2,202 | $4,730-53.4% | $8,342-73.6% | $7,234-69.6% |