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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 | $101,795+25.9% | $165,100-22.4% | $80,959+58.3% |
| Participation rate | 18.9% | 71.8%-53.0pp | 78.6%-59.8pp | 67.7%-48.8pp |
| Annual return | 15.18% | 16.73%-1.6pp | 70.21%-55.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $877 | $2,954-70.3% | $4,348-79.8% | $2,757-68.2% |
| Participant deferral / active EE | $4,296 | $4,476-4.0% | $6,035-28.8% | $4,300-0.1% |
| Admin fee / account holder | $9,426 | $8,221+14.7% | $12,696-25.7% | $6,925+36.1% |