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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 | $134,221 | $114,712+17.0% | $173,730-22.7% | $87,485+53.4% |
| Participation rate | 56.7% | 73.0%-16.3pp | 79.6%-22.9pp | 68.9%-12.3pp |
| Annual return | 16.89% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $2,161 | $2,904-25.6% | $4,577-52.8% | $2,596-16.8% |
| Participant deferral / active EE | $4,409 | $4,642-5.0% | $6,326-30.3% | $4,274+3.2% |
| Admin fee / account holder | $379 | $10,210-96.3% | $17,523-97.8% | $7,775-95.1% |