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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 | $127,681 | $106,864+19.5% | $147,318-13.3% | $82,637+54.5% |
| Participation rate | 48.7% | 75.5%-26.8pp | 82.1%-33.3pp | 68.1%-19.3pp |
| Annual return | 21.22% | 27.49%-6.3pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $2,029 | $3,417-40.6% | $4,593-55.8% | $2,552-20.5% |
| Participant deferral / active EE | $3,293 | $6,496-49.3% | $7,906-58.3% | $4,126-20.2% |
| Admin fee / account holder | $505 | $8,415-94.0% | $13,708-96.3% | $7,339-93.1% |