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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 | $139,303 | $81,276+71.4% | $155,574-10.5% | $80,925+72.1% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.2pp | 67.7%-20.6pp |
| Annual return | 22.50% | 33.36%-10.9pp | 64.87%-42.4pp | 35.65%-13.2pp |
| Employer contribution / active EE | $917 | $3,103-70.4% | $4,676-80.4% | $2,756-66.7% |
| Participant deferral / active EE | $1,733 | $3,453-49.8% | $5,629-69.2% | $4,299-59.7% |
| Admin fee / account holder | $7,985 | $7,993-0.1% | $15,914-49.8% | $6,940+15.1% |