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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 | $135,544 | $99,380+36.4% | $90,312+50.1% | $155,188-12.7% |
| Participation rate | 8.3% | 77.3%-69.0pp | 72.9%-64.6pp | 80.8%-72.5pp |
| Annual return | 12.88% | 19.35%-6.5pp | 18.90%-6.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $398 | $2,390-83.3% | $2,243-82.3% | $4,248-90.6% |
| Participant deferral / active EE | $1,958 | $4,212-53.5% | $3,749-47.8% | $6,531-70.0% |
| Admin fee / account holder | $2,701 | $9,766-72.3% | $8,248-67.3% | $14,480-81.3% |