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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 | $124,654 | $84,953+46.7% | $163,379-23.7% | $82,637+50.8% |
| Participation rate | 52.9% | 65.9%-13.0pp | 76.8%-23.9pp | 68.1%-15.1pp |
| Annual return | 15.95% | 23.07%-7.1pp | 63.41%-47.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,089 | $2,183-50.1% | $3,752-71.0% | $2,552-57.3% |
| Participant deferral / active EE | $3,092 | $4,326-28.5% | $6,282-50.8% | $4,126-25.1% |
| Admin fee / account holder | $1,995 | $7,921-74.8% | $9,818-79.7% | $7,339-72.8% |