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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 | $143,684 | $99,380+44.6% | $90,312+59.1% | $155,188-7.4% |
| Participation rate | 16.7% | 77.3%-60.7pp | 72.9%-56.2pp | 80.8%-64.1pp |
| Annual return | 16.82% | 19.35%-2.5pp | 18.90%-2.1pp | 148.84%-132.0pp |
| Employer contribution / active EE | $865 | $2,390-63.8% | $2,243-61.4% | $4,248-79.6% |
| Participant deferral / active EE | $2,653 | $4,212-37.0% | $3,749-29.2% | $6,531-59.4% |
| Admin fee / account holder | $11,170 | $9,766+14.4% | $8,248+35.4% | $14,480-22.9% |