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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 | $125,263 | $68,878+81.9% | $120,574+3.9% | $80,935+54.8% |
| Participation rate | 40.7% | 61.7%-20.9pp | 71.9%-31.2pp | 67.7%-26.9pp |
| Annual return | 13.62% | 23.67%-10.0pp | 107.42%-93.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,262 | $2,065-38.9% | $3,471-63.6% | $2,757-54.2% |
| Participant deferral / active EE | $5,264 | $3,189+65.1% | $4,996+5.4% | $4,299+22.4% |
| Admin fee / account holder | $1,294 | $5,782-77.6% | $9,445-86.3% | $6,924-81.3% |