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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 | $138,763 | $67,606+105.3% | $82,313+68.6% | $70,124+97.9% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 16.81% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,556 | $1,755-11.3% | $2,428-35.9% | $2,342-33.6% |
| Participant deferral / active EE | $2,867 | $2,987-4.0% | $3,706-22.6% | $3,332-14.0% |
| Admin fee / account holder | $3,195 | $4,512-29.2% | $5,608-43.0% | $4,645-31.2% |