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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 | $127,114 | $199,109-36.2% | $173,730-26.8% | $154,746-17.9% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.6%-16.4pp | 80.7%-17.5pp |
| Annual return | 13.54% | 20.02%-6.5pp | 19.96%-6.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,683 | $5,311-68.3% | $4,577-63.2% | $4,379-61.6% |
| Participant deferral / active EE | $2,681 | $7,113-62.3% | $6,326-57.6% | $6,730-60.2% |
| Admin fee / account holder | $2,312 | $20,916-88.9% | $17,523-86.8% | $14,365-83.9% |