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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 | $128,492 | $72,492+77.3% | $87,104+47.5% | $72,975+76.1% |
| Participation rate | 24.7% | 72.8%-48.2pp | 76.9%-52.2pp | 69.5%-44.8pp |
| Annual return | 21.56% | 24.46%-2.9pp | 28.19%-6.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $466 | $1,894-75.4% | $2,521-81.5% | $2,440-80.9% |
| Participant deferral / active EE | $1,858 | $3,270-43.2% | $4,048-54.1% | $3,608-48.5% |
| Admin fee / account holder | $841 | $5,055-83.4% | $7,491-88.8% | $5,124-83.6% |