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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 | $138,771 | $153,769-9.8% | $133,975+3.6% | $273,972-49.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 3.67% | 36.51%-32.8pp | 29.29%-25.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,863 | $6,029-69.1% | $5,211-64.2% | $4,869-61.7% |
| Participant deferral / active EE | $7,869 | $6,958+13.1% | $6,282+25.3% | $5,287+48.8% |
| Admin fee / account holder | $5,709 | $11,765-51.5% | $9,324-38.8% | $10,133-43.7% |