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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 | $128,927 | $71,197+81.1% | $93,669+37.6% | $80,925+59.3% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.8pp | 67.7%-15.8pp |
| Annual return | 19.58% | 11.27%+8.3pp | 133.59%-114.0pp | 35.65%-16.1pp |
| Employer contribution / active EE | $832 | $1,565-46.8% | $2,424-65.7% | $2,756-69.8% |
| Participant deferral / active EE | $3,348 | $4,036-17.0% | $4,416-24.2% | $4,299-22.1% |
| Admin fee / account holder | $15,941 | $6,959+129.1% | $8,291+92.3% | $6,940+129.7% |