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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 | $130,756 | $87,132+50.1% | $105,624+23.8% | $80,959+61.5% |
| Participation rate | 64.7% | 70.4%-5.7pp | 75.3%-10.6pp | 67.7%-3.0pp |
| Annual return | 13.31% | 17.03%-3.7pp | 116.20%-102.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,859 | $2,397-22.4% | $3,168-41.3% | $2,757-32.6% |
| Participant deferral / active EE | $2,971 | $3,985-25.5% | $5,013-40.7% | $4,300-30.9% |
| Admin fee / account holder | $1,994 | $8,449-76.4% | $10,961-81.8% | $6,925-71.2% |