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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 | $127,264 | $81,504+56.1% | $102,437+24.2% | $80,959+57.2% |
| Participation rate | 48.1% | 66.9%-18.7pp | 74.5%-26.4pp | 67.7%-19.5pp |
| Annual return | 12.42% | 25.60%-13.2pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $866 | $3,104-72.1% | $3,871-77.6% | $2,757-68.6% |
| Participant deferral / active EE | $4,261 | $3,871+10.1% | $5,060-15.8% | $4,300-0.9% |
| Admin fee / account holder | $568 | $6,719-91.5% | $8,388-93.2% | $6,925-91.8% |