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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 | $129,698 | $106,524+21.8% | $152,301-14.8% | $87,485+48.3% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.4%-18.6pp | 68.9%-5.0pp |
| Annual return | 14.15% | 26.89%-12.7pp | 80.50%-66.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,066 | $3,371-68.4% | $4,624-76.9% | $2,596-58.9% |
| Participant deferral / active EE | $5,764 | $6,525-11.7% | $8,004-28.0% | $4,274+34.9% |
| Admin fee / account holder | $1,351 | $8,287-83.7% | $14,398-90.6% | $7,775-82.6% |