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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 | $130,442 | $95,404+36.7% | $113,397+15.0% | $82,637+57.8% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.5%-21.3pp | 68.1%-12.9pp |
| Annual return | 14.10% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $999 | $2,307-56.7% | $2,977-66.5% | $2,552-60.9% |
| Participant deferral / active EE | $2,556 | $4,220-39.4% | $5,076-49.6% | $4,126-38.0% |
| Admin fee / account holder | $5,714 | $9,168-37.7% | $11,957-52.2% | $7,339-22.1% |