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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 | $128,920 | $81,358+58.5% | $155,556-17.1% | $80,959+59.2% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 18.19% | 33.39%-15.2pp | 64.84%-46.6pp | 35.67%-17.5pp |
| Employer contribution / active EE | $821 | $3,106-73.6% | $4,675-82.4% | $2,757-70.2% |
| Participant deferral / active EE | $3,531 | $3,455+2.2% | $5,631-37.3% | $4,300-17.9% |
| Admin fee / account holder | $7,736 | $7,994-3.2% | $15,885-51.3% | $6,925+11.7% |