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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 | $138,783 | $73,787+88.1% | $98,716+40.6% | $82,448+68.3% |
| Participation rate | 53.2% | 61.4%-8.2pp | 69.3%-16.1pp | 68.1%-14.9pp |
| Annual return | 17.88% | 18.57%-0.7pp | 31.81%-13.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,397 | $1,511-7.6% | $2,279-38.7% | $2,551-45.3% |
| Participant deferral / active EE | $3,136 | $3,081+1.8% | $4,048-22.5% | $4,139-24.2% |
| Admin fee / account holder | $5,513 | $6,500-15.2% | $8,703-36.6% | $7,234-23.8% |