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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 | $96,356 | $82,133+17.3% | $147,318-34.6% | $64,097+50.3% |
| Participation rate | 32.1% | 62.3%-30.2pp | 82.1%-50.0pp | 55.2%-23.1pp |
| Annual return | 17.45% | 78.78%-61.3pp | 70.43%-53.0pp | 34.64%-17.2pp |
| Employer contribution / active EE | $706 | $2,872-75.4% | $4,593-84.6% | $1,891-62.7% |
| Participant deferral / active EE | $1,524 | $5,407-71.8% | $7,906-80.7% | $3,080-50.5% |
| Admin fee / account holder | $1,755 | $3,730-52.9% | $13,708-87.2% | $3,454-49.2% |