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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 | $114,314 | $88,996+28.4% | $78,004+46.5% | $138,895-17.7% |
| Participation rate | 39.1% | 74.4%-35.2pp | 69.4%-30.3pp | 79.9%-40.8pp |
| Annual return | 15.74% | 28.03%-12.3pp | 31.07%-15.3pp | 145.39%-129.7pp |
| Employer contribution / active EE | $865 | $2,917-70.3% | $2,469-65.0% | $4,194-79.4% |
| Participant deferral / active EE | $1,459 | $4,724-69.1% | $4,092-64.4% | $6,396-77.2% |
| Admin fee / account holder | $9,105 | $8,807+3.4% | $7,578+20.1% | $12,562-27.5% |