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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 | $99,042 | $65,961+50.2% | $180,320-45.1% | $94,015+5.3% |
| Participation rate | 34.6% | 61.3%-26.6pp | 71.5%-36.9pp | 70.8%-36.2pp |
| Annual return | 17.58% | 14.27%+3.3pp | 778.54%-761.0pp | 17.84%-0.3pp |
| Employer contribution / active EE | $709 | $1,737-59.2% | $4,108-82.7% | $2,790-74.6% |
| Participant deferral / active EE | $1,417 | $3,003-52.8% | $4,304-67.1% | $4,249-66.6% |
| Admin fee / account holder | $4,190 | $4,901-14.5% | $10,000-58.1% | $8,951-53.2% |