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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 | $119,449 | $62,672+90.6% | $185,117-35.5% | $70,124+70.3% |
| Participation rate | 44.4% | 63.8%-19.3pp | 77.3%-32.8pp | 69.5%-25.1pp |
| Annual return | 18.43% | 40.79%-22.4pp | 40.50%-22.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,138 | $1,753-35.1% | $4,182-72.8% | $2,342-51.4% |
| Participant deferral / active EE | $1,959 | $3,272-40.1% | $5,045-61.2% | $3,332-41.2% |
| Admin fee / account holder | $2,070 | $3,932-47.4% | $8,159-74.6% | $4,645-55.4% |