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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 | $128,774 | $54,541+136.1% | $78,778+63.5% | $70,126+83.6% |
| Participation rate | 44.9% | 60.8%-15.9pp | 69.2%-24.3pp | 69.5%-24.6pp |
| Annual return | 13.28% | 21.07%-7.8pp | 35.62%-22.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $491 | $1,089-54.9% | $1,986-75.3% | $2,343-79.0% |
| Participant deferral / active EE | $2,904 | $2,210+31.4% | $2,958-1.8% | $3,332-12.8% |
| Admin fee / account holder | $2,480 | $3,709-33.1% | $5,134-51.7% | $4,645-46.6% |