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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 | $132,291 | $71,215+85.8% | $93,696+41.2% | $80,935+63.5% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 17.89% | 11.27%+6.6pp | 133.74%-115.9pp | 35.66%-17.8pp |
| Employer contribution / active EE | $586 | $1,565-62.6% | $2,422-75.8% | $2,757-78.8% |
| Participant deferral / active EE | $2,436 | $4,037-39.7% | $4,417-44.9% | $4,299-43.4% |
| Admin fee / account holder | $7,647 | $6,958+9.9% | $8,287-7.7% | $6,924+10.4% |