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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 | $162,006 | $117,829+37.5% | $102,423+58.2% | $145,877+11.1% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 12.12% | 31.83%-19.7pp | 29.42%-17.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $971 | $3,615-73.1% | $3,023-67.9% | $4,663-79.2% |
| Participant deferral / active EE | $2,643 | $5,732-53.9% | $5,054-47.7% | $6,691-60.5% |
| Admin fee / account holder | $863 | $13,335-93.5% | $9,455-90.9% | $13,402-93.6% |