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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 | $135,555 | $95,404+42.1% | $113,397+19.5% | $82,637+64.0% |
| Participation rate | 45.7% | 72.8%-27.2pp | 76.5%-30.8pp | 68.1%-22.4pp |
| Annual return | 18.52% | 19.08%-0.6pp | 23.20%-4.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $851 | $2,307-63.1% | $2,977-71.4% | $2,552-66.7% |
| Participant deferral / active EE | $2,354 | $4,220-44.2% | $5,076-53.6% | $4,126-43.0% |
| Admin fee / account holder | $48,579 | $9,168+429.9% | $11,957+306.3% | $7,339+562.0% |