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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 | $137,395 | $101,778+35.0% | $164,975-16.7% | $80,925+69.8% |
| Participation rate | 55.7% | 71.8%-16.1pp | 78.6%-22.9pp | 67.7%-11.9pp |
| Annual return | 13.69% | 16.73%-3.0pp | 70.12%-56.4pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,193 | $2,954-59.6% | $4,343-72.5% | $2,756-56.7% |
| Participant deferral / active EE | $3,703 | $4,477-17.3% | $6,033-38.6% | $4,299-13.9% |
| Admin fee / account holder | $17,159 | $8,221+108.7% | $12,688+35.2% | $6,940+147.2% |