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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 | $128,089 | $114,712+11.7% | $173,730-26.3% | $87,485+46.4% |
| Participation rate | 20.6% | 73.0%-52.4pp | 79.6%-59.0pp | 68.9%-48.3pp |
| Annual return | 18.06% | 20.18%-2.1pp | 19.96%-1.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $829 | $2,904-71.5% | $4,577-81.9% | $2,596-68.1% |
| Participant deferral / active EE | $2,361 | $4,642-49.1% | $6,326-62.7% | $4,274-44.8% |
| Admin fee / account holder | $1,413 | $10,210-86.2% | $17,523-91.9% | $7,775-81.8% |