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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 | $81,358+61.3% | $155,556-15.6% | $80,959+62.1% |
| Participation rate | 52.4% | 66.3%-13.9pp | 78.2%-25.8pp | 67.7%-15.3pp |
| Annual return | 12.77% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,917 | $3,106-38.3% | $4,675-59.0% | $2,757-30.5% |
| Participant deferral / active EE | $5,007 | $3,455+44.9% | $5,631-11.1% | $4,300+16.4% |
| Admin fee / account holder | $1,082 | $7,994-86.5% | $15,885-93.2% | $6,925-84.4% |