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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 | $136,715 | $87,166+56.8% | $76,735+78.2% | $137,256-0.4% |
| Participation rate | 56.5% | 74.4%-17.8pp | 69.5%-13.0pp | 80.0%-23.4pp |
| Annual return | 14.85% | 26.50%-11.6pp | 29.77%-14.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $672 | $2,904-76.8% | $2,454-72.6% | $4,156-83.8% |
| Participant deferral / active EE | $2,994 | $4,726-36.6% | $4,088-26.8% | $6,407-53.3% |
| Admin fee / account holder | $23,093 | $8,403+174.8% | $7,189+221.2% | $12,270+88.2% |