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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 | $132,549 | $93,055+42.4% | $153,741-13.8% | $80,959+63.7% |
| Participation rate | 38.0% | 69.0%-31.0pp | 77.1%-39.1pp | 67.7%-29.6pp |
| Annual return | 15.40% | 19.97%-4.6pp | 15.71%-0.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,854 | $3,504-47.1% | $5,042-63.2% | $2,757-32.7% |
| Participant deferral / active EE | $4,356 | $5,172-15.8% | $6,757-35.5% | $4,300+1.3% |
| Admin fee / account holder | $7,937 | $8,881-10.6% | $12,749-37.7% | $6,925+14.6% |