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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 | $127,948 | $54,541+134.6% | $78,778+62.4% | $70,126+82.5% |
| Participation rate | 30.2% | 60.8%-30.6pp | 69.2%-39.0pp | 69.5%-39.4pp |
| Annual return | 15.78% | 21.07%-5.3pp | 35.62%-19.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $476 | $1,089-56.3% | $1,986-76.0% | $2,343-79.7% |
| Participant deferral / active EE | $4,065 | $2,210+83.9% | $2,958+37.4% | $3,332+22.0% |
| Admin fee / account holder | $1,957 | $3,709-47.2% | $5,134-61.9% | $4,645-57.9% |