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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 | $135,674 | $43,075+215.0% | $74,577+81.9% | $62,881+115.8% |
| Participation rate | 10.3% | 58.1%-47.7pp | 68.1%-57.8pp | 69.3%-59.0pp |
| Annual return | 10.51% | 17.50%-7.0pp | 20.47%-10.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $230 | $1,498-84.6% | $2,525-90.9% | $2,281-89.9% |
| Participant deferral / active EE | $1,857 | $2,389-22.3% | $3,458-46.3% | $3,203-42.0% |
| Admin fee / account holder | $756 | $2,840-73.4% | $4,138-81.7% | $4,296-82.4% |