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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 | $139,079 | $58,512+137.7% | $84,020+65.5% | $72,983+90.6% |
| Participation rate | 27.6% | 61.2%-33.6pp | 69.0%-41.4pp | 69.5%-41.9pp |
| Annual return | 23.18% | 28.93%-5.7pp | 71.31%-48.1pp | 81.01%-57.8pp |
| Employer contribution / active EE | $408 | $1,163-64.9% | $1,984-79.4% | $2,440-83.3% |
| Participant deferral / active EE | $2,919 | $2,394+21.9% | $3,239-9.9% | $3,608-19.1% |
| Admin fee / account holder | $11,306 | $4,569+147.5% | $6,101+85.3% | $5,124+120.6% |