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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 | $129,876 | $48,118+169.9% | $136,833-5.1% | $94,015+38.1% |
| Participation rate | 56.9% | 47.4%+9.5pp | 59.0%-2.1pp | 70.8%-13.9pp |
| Annual return | 12.15% | 14.65%-2.5pp | 35.32%-23.2pp | 17.84%-5.7pp |
| Employer contribution / active EE | $412 | $821-49.8% | $1,319-68.8% | $2,790-85.2% |
| Participant deferral / active EE | $3,339 | $1,651+102.2% | $2,441+36.8% | $4,249-21.4% |
| Admin fee / account holder | $2,407 | $3,059-21.3% | $4,706-48.9% | $8,951-73.1% |