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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 | $140,683 | $106,524+32.1% | $152,301-7.6% | $87,485+60.8% |
| Participation rate | 47.9% | 75.8%-27.8pp | 82.4%-34.5pp | 68.9%-21.0pp |
| Annual return | 16.17% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $693 | $3,371-79.4% | $4,624-85.0% | $2,596-73.3% |
| Participant deferral / active EE | $2,488 | $6,525-61.9% | $8,004-68.9% | $4,274-41.8% |
| Admin fee / account holder | $582 | $8,287-93.0% | $14,398-96.0% | $7,775-92.5% |