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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 | $140,120 | $35,183+298.3% | $73,550+90.5% | $70,126+99.8% |
| Participation rate | 30.8% | 42.9%-12.2pp | 54.9%-24.2pp | 69.5%-38.8pp |
| Annual return | 18.14% | 26.90%-8.8pp | -15.16%+33.3pp | 73.15%-55.0pp |
| Employer contribution / active EE | $631 | $709-10.9% | $1,219-48.2% | $2,343-73.1% |
| Participant deferral / active EE | $2,817 | $1,220+130.9% | $1,804+56.1% | $3,332-15.4% |
| Admin fee / account holder | $1,977 | $2,302-14.1% | $2,320-14.8% | $4,645-57.4% |