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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 | $127,401 | $54,541+133.6% | $78,778+61.7% | $70,131+81.7% |
| Participation rate | 55.2% | 60.8%-5.6pp | 69.2%-14.0pp | 69.5%-14.4pp |
| Annual return | 17.98% | 21.07%-3.1pp | 35.62%-17.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,218 | $1,089+11.9% | $1,986-38.7% | $2,342-48.0% |
| Participant deferral / active EE | $3,039 | $2,210+37.5% | $2,958+2.7% | $3,332-8.8% |
| Admin fee / account holder | $539 | $3,709-85.5% | $5,134-89.5% | $4,645-88.4% |