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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 | $138,752 | $54,541+154.4% | $78,778+76.1% | $70,126+97.9% |
| Participation rate | 63.6% | 60.8%+2.8pp | 69.2%-5.6pp | 69.5%-5.9pp |
| Annual return | 13.91% | 21.07%-7.2pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $801 | $1,089-26.5% | $1,986-59.7% | $2,343-65.8% |
| Participant deferral / active EE | $5,010 | $2,210+126.7% | $2,958+69.4% | $3,332+50.4% |
| Admin fee / account holder | $4,966 | $3,709+33.9% | $5,134-3.3% | $4,645+6.9% |