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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 | $129,200 | $72,486+78.2% | $87,103+48.3% | $72,976+77.0% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-8.0pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $479 | $1,894-74.7% | $2,521-81.0% | $2,440-80.4% |
| Participant deferral / active EE | $6,445 | $3,270+97.1% | $4,049+59.2% | $3,608+78.7% |
| Admin fee / account holder | $1,280 | $5,055-74.7% | $7,491-82.9% | $5,124-75.0% |