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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 | $94,439+45.8% | $73,658+86.9% | $154,746-11.0% |
| Participation rate | 41.7% | 64.7%-23.0pp | 57.0%-15.4pp | 80.7%-39.0pp |
| Annual return | 19.34% | 28.25%-8.9pp | 29.72%-10.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $617 | $1,257-50.9% | $1,032-40.2% | $4,379-85.9% |
| Participant deferral / active EE | $4,929 | $2,527+95.0% | $2,062+139.0% | $6,730-26.8% |
| Admin fee / account holder | $3,932 | $3,843+2.3% | $3,357+17.1% | $14,365-72.6% |