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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 | $122,375 | $81,403+50.3% | $147,027-16.8% | $87,485+39.9% |
| Participation rate | 50.0% | 63.4%-13.4pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 14.78% | 16.51%-1.7pp | 20.23%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $931 | $2,205-57.8% | $3,626-74.3% | $2,596-64.1% |
| Participant deferral / active EE | $1,487 | $3,315-55.2% | $4,933-69.9% | $4,274-65.2% |
| Admin fee / account holder | $739 | $6,755-89.1% | $12,223-94.0% | $7,775-90.5% |