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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 | $131,213 | $81,233+61.5% | $155,567-15.7% | $80,874+62.2% |
| Participation rate | 52.4% | 66.2%-13.9pp | 78.2%-25.8pp | 67.6%-15.3pp |
| Annual return | 12.77% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,917 | $3,101-38.2% | $4,674-59.0% | $2,756-30.4% |
| Participant deferral / active EE | $5,007 | $3,452+45.0% | $5,628-11.0% | $4,297+16.5% |
| Admin fee / account holder | $1,082 | $7,998-86.5% | $15,916-93.2% | $6,935-84.4% |