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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 | $137,661 | $104,650+31.5% | $83,854+64.2% | $155,188-11.3% |
| Participation rate | 41.7% | 65.1%-23.4pp | 59.1%-17.4pp | 80.8%-39.1pp |
| Annual return | 19.34% | 28.97%-9.6pp | 31.39%-12.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $617 | $1,196-48.4% | $1,017-39.4% | $4,248-85.5% |
| Participant deferral / active EE | $4,929 | $2,367+108.2% | $2,035+142.2% | $6,531-24.5% |
| Admin fee / account holder | $3,932 | $3,518+11.8% | $3,197+23.0% | $14,480-72.8% |