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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 | $119,331 | $76,407+56.2% | $150,298-20.6% | $82,448+44.7% |
| Participation rate | 56.5% | 66.4%-9.9pp | 77.8%-21.2pp | 68.1%-11.5pp |
| Annual return | 14.58% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,063 | $2,614-59.3% | $4,154-74.4% | $2,551-58.3% |
| Participant deferral / active EE | $2,348 | $3,214-27.0% | $5,453-56.9% | $4,139-43.3% |
| Admin fee / account holder | $4,871 | $6,352-23.3% | $14,116-65.5% | $7,234-32.7% |