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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 | $120,310 | $77,816+54.6% | $123,552-2.6% | $64,173+87.5% |
| Participation rate | 54.8% | 74.7%-19.9pp | 82.3%-27.5pp | 69.6%-14.7pp |
| Annual return | 7.65% | 12.49%-4.8pp | 119.20%-111.6pp | 7.63%0pp |
| Employer contribution / active EE | $938 | $3,014-68.9% | $4,628-79.7% | $2,381-60.6% |
| Participant deferral / active EE | $2,701 | $5,240-48.5% | $6,426-58.0% | $3,470-22.2% |
| Admin fee / account holder | $681 | $5,519-87.7% | $9,285-92.7% | $4,887-86.1% |