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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 | $131,229 | $86,940+50.9% | $102,434+28.1% | $80,935+62.1% |
| Participation rate | 65.8% | 72.4%-6.6pp | 76.5%-10.8pp | 67.7%-1.9pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $983 | $2,370-58.5% | $3,023-67.5% | $2,757-64.3% |
| Participant deferral / active EE | $2,536 | $4,121-38.5% | $5,055-49.8% | $4,299-41.0% |
| Admin fee / account holder | $440 | $8,047-94.5% | $9,462-95.3% | $6,924-93.6% |