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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 | $130,337 | $99,345+31.2% | $84,753+53.8% | $273,972-52.4% |
| Participation rate | 47.4% | 80.7%-33.3pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 9.22% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,158 | $4,214-72.5% | $3,574-67.6% | $4,869-76.2% |
| Participant deferral / active EE | $2,315 | $4,270-45.8% | $3,712-37.6% | $5,287-56.2% |
| Admin fee / account holder | $461 | $6,645-93.1% | $5,333-91.4% | $10,133-95.4% |