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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 | $140,824 | $106,864+31.8% | $147,318-4.4% | $82,637+70.4% |
| Participation rate | 57.6% | 75.5%-17.9pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 24.19% | 27.49%-3.3pp | 70.43%-46.2pp | 53.51%-29.3pp |
| Employer contribution / active EE | $1,475 | $3,417-56.8% | $4,593-67.9% | $2,552-42.2% |
| Participant deferral / active EE | $3,736 | $6,496-42.5% | $7,906-52.7% | $4,126-9.5% |
| Admin fee / account holder | $1,185 | $8,415-85.9% | $13,708-91.4% | $7,339-83.9% |