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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 | $113,728 | $37,436+203.8% | $77,513+46.7% | $79,858+42.4% |
| Participation rate | 12.9% | 41.5%-28.6pp | 54.2%-41.3pp | 69.6%-56.7pp |
| Annual return | 13.94% | 39.75%-25.8pp | 54.81%-40.9pp | 31.72%-17.8pp |
| Employer contribution / active EE | $672 | $637+5.5% | $987-31.9% | $2,471-72.8% |
| Participant deferral / active EE | $1,242 | $1,261-1.5% | $1,861-33.3% | $3,740-66.8% |
| Admin fee / account holder | $3,997 | $2,505+59.5% | $2,859+39.8% | $5,306-24.7% |