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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 | $125,430 | $58,848+113.1% | $88,179+42.2% | $82,637+51.8% |
| Participation rate | 19.6% | 57.9%-38.3pp | 69.1%-49.5pp | 68.1%-48.4pp |
| Annual return | 17.32% | 22.76%-5.4pp | 64.97%-47.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $716 | $1,678-57.3% | $2,549-71.9% | $2,552-71.9% |
| Participant deferral / active EE | $1,379 | $3,124-55.9% | $4,614-70.1% | $4,126-66.6% |
| Admin fee / account holder | $6,721 | $4,795+40.2% | $7,673-12.4% | $7,339-8.4% |