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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 | $141,194 | $88,672+59.2% | $105,223+34.2% | $82,448+71.3% |
| Participation rate | 39.3% | 67.9%-28.6pp | 75.0%-35.8pp | 68.1%-28.8pp |
| Annual return | 14.74% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,105 | $3,048-63.7% | $3,689-70.0% | $2,551-56.7% |
| Participant deferral / active EE | $3,245 | $4,036-19.6% | $5,072-36.0% | $4,139-21.6% |
| Admin fee / account holder | $926 | $7,146-87.0% | $8,859-89.5% | $7,234-87.2% |