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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 | $136,672 | $88,672+54.1% | $105,223+29.9% | $82,448+65.8% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 15.79% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,404 | $3,048-53.9% | $3,689-61.9% | $2,551-45.0% |
| Participant deferral / active EE | $3,510 | $4,036-13.0% | $5,072-30.8% | $4,139-15.2% |
| Admin fee / account holder | $7,041 | $7,146-1.5% | $8,859-20.5% | $7,234-2.7% |