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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 | $134,514 | $106,524+26.3% | $152,301-11.7% | $87,485+53.8% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.4%-35.3pp | 68.9%-21.8pp |
| Annual return | 14.54% | 26.89%-12.3pp | 80.50%-66.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,643 | $3,371-51.3% | $4,624-64.5% | $2,596-36.7% |
| Participant deferral / active EE | $3,238 | $6,525-50.4% | $8,004-59.5% | $4,274-24.2% |
| Admin fee / account holder | $11,296 | $8,287+36.3% | $14,398-21.5% | $7,775+45.3% |