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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 | $119,247 | $76,407+56.1% | $150,298-20.7% | $82,448+44.6% |
| Participation rate | 35.2% | 66.4%-31.2pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 18.55% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $944 | $2,614-63.9% | $4,154-77.3% | $2,551-63.0% |
| Participant deferral / active EE | $1,818 | $3,214-43.5% | $5,453-66.7% | $4,139-56.1% |
| Admin fee / account holder | $1,995 | $6,352-68.6% | $14,116-85.9% | $7,234-72.4% |