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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 | $119,764 | $81,233+47.4% | $155,567-23.0% | $80,874+48.1% |
| Participation rate | 30.9% | 66.2%-35.3pp | 78.2%-47.3pp | 67.6%-36.7pp |
| Annual return | 16.84% | 33.33%-16.5pp | 64.74%-47.9pp | 35.62%-18.8pp |
| Employer contribution / active EE | $469 | $3,101-84.9% | $4,674-90.0% | $2,756-83.0% |
| Participant deferral / active EE | $2,345 | $3,452-32.1% | $5,628-58.3% | $4,297-45.4% |
| Admin fee / account holder | $8,508 | $7,998+6.4% | $15,916-46.5% | $6,935+22.7% |