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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 | $118,238 | $81,358+45.3% | $155,556-24.0% | $80,959+46.0% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 18.06% | 33.39%-15.3pp | 64.84%-46.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,165 | $3,106-62.5% | $4,675-75.1% | $2,757-57.8% |
| Participant deferral / active EE | $2,977 | $3,455-13.9% | $5,631-47.1% | $4,300-30.8% |
| Admin fee / account holder | $870 | $7,994-89.1% | $15,885-94.5% | $6,925-87.4% |