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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 | $133,222 | $86,940+53.2% | $102,434+30.1% | $80,935+64.6% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.8pp | 67.7%-23.9pp |
| Annual return | 10.85% | 18.89%-8.0pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $994 | $2,370-58.0% | $3,023-67.1% | $2,757-63.9% |
| Participant deferral / active EE | $4,415 | $4,121+7.1% | $5,055-12.7% | $4,299+2.7% |
| Admin fee / account holder | $632 | $8,047-92.1% | $9,462-93.3% | $6,924-90.9% |