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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 | $128,818 | $67,602+90.6% | $82,312+56.5% | $70,126+83.7% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.9%-17.3pp | 69.5%-10.0pp |
| Annual return | 19.23% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $494 | $1,755-71.8% | $2,428-79.6% | $2,343-78.9% |
| Participant deferral / active EE | $7,558 | $2,987+153.0% | $3,706+103.9% | $3,332+126.9% |
| Admin fee / account holder | $3,589 | $4,512-20.5% | $5,608-36.0% | $4,645-22.7% |