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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 | $128,190 | $101,763+26.0% | $164,866-22.2% | $80,874+58.5% |
| Participation rate | 18.9% | 71.8%-53.0pp | 78.6%-59.7pp | 67.6%-48.8pp |
| Annual return | 15.18% | 16.73%-1.5pp | 69.97%-54.8pp | 35.62%-20.4pp |
| Employer contribution / active EE | $877 | $2,954-70.3% | $4,343-79.8% | $2,756-68.2% |
| Participant deferral / active EE | $4,296 | $4,477-4.0% | $6,033-28.8% | $4,2970% |
| Admin fee / account holder | $9,426 | $8,228+14.6% | $12,689-25.7% | $6,935+35.9% |