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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 | $136,683 | $97,550+40.1% | $120,344+13.6% | $87,485+56.2% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.7%-20.6pp | 68.9%-12.8pp |
| Annual return | 18.21% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,150 | $2,291-49.8% | $3,020-61.9% | $2,596-55.7% |
| Participant deferral / active EE | $3,343 | $4,230-21.0% | $5,135-34.9% | $4,274-21.8% |
| Admin fee / account holder | $15,960 | $9,543+67.2% | $12,742+25.3% | $7,775+105.3% |