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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 | $125,143 | $106,864+17.1% | $147,318-15.1% | $82,637+51.4% |
| Participation rate | 47.8% | 75.5%-27.7pp | 82.1%-34.2pp | 68.1%-20.2pp |
| Annual return | 16.87% | 27.49%-10.6pp | 70.43%-53.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,139 | $3,417-66.7% | $4,593-75.2% | $2,552-55.4% |
| Participant deferral / active EE | $2,828 | $6,496-56.5% | $7,906-64.2% | $4,126-31.5% |
| Admin fee / account holder | $19,628 | $8,415+133.3% | $13,708+43.2% | $7,339+167.5% |