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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 | $115,931+10.5% | $185,441-30.9% | $86,983+47.3% |
| Participation rate | 20.6% | 73.6%-53.0pp | 80.3%-59.7pp | 69.5%-49.0pp |
| Annual return | 18.06% | 21.47%-3.4pp | 20.16%-2.1pp | 25.83%-7.8pp |
| Employer contribution / active EE | $829 | $2,937-71.8% | $4,672-82.3% | $2,584-67.9% |
| Participant deferral / active EE | $2,361 | $4,551-48.1% | $6,152-61.6% | $4,194-43.7% |
| Admin fee / account holder | $1,413 | $10,687-86.8% | $17,890-92.1% | $7,856-82.0% |