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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 | $130,219 | $107,666+20.9% | $102,184+27.4% | $154,746-15.8% |
| Participation rate | 60.9% | 83.7%-22.8pp | 82.6%-21.7pp | 80.7%-19.8pp |
| Annual return | 13.84% | 29.33%-15.5pp | 31.58%-17.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $165 | $3,846-95.7% | $3,594-95.4% | $4,379-96.2% |
| Participant deferral / active EE | $3,306 | $8,719-62.1% | $8,309-60.2% | $6,730-50.9% |
| Admin fee / account holder | $1,058 | $12,943-91.8% | $11,609-90.9% | $14,365-92.6% |