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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 | $81,276+61.4% | $155,574-15.7% | $80,925+62.1% |
| Participation rate | 52.4% | 66.2%-13.9pp | 78.2%-25.8pp | 67.7%-15.3pp |
| Annual return | 12.77% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,917 | $3,103-38.2% | $4,676-59.0% | $2,756-30.4% |
| Participant deferral / active EE | $5,007 | $3,453+45.0% | $5,629-11.1% | $4,299+16.5% |
| Admin fee / account holder | $1,082 | $7,993-86.5% | $15,914-93.2% | $6,940-84.4% |