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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 | $139,046 | $72,012+93.1% | $185,827-25.2% | $79,858+74.1% |
| Participation rate | 54.0% | 65.8%-11.8pp | 78.0%-24.0pp | 69.6%-15.6pp |
| Annual return | 13.16% | 23.12%-10.0pp | 35.96%-22.8pp | 31.72%-18.6pp |
| Employer contribution / active EE | $395 | $1,965-79.9% | $4,087-90.3% | $2,471-84.0% |
| Participant deferral / active EE | $4,605 | $3,779+21.9% | $5,633-18.2% | $3,740+23.1% |
| Admin fee / account holder | $9,682 | $4,513+114.5% | $9,502+1.9% | $5,306+82.5% |