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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 | $130,185 | $77,492+68.0% | $100,398+29.7% | $80,911+60.9% |
| Participation rate | 62.0% | 76.9%-14.9pp | 81.5%-19.5pp | 67.6%-5.6pp |
| Annual return | 12.65% | 37.23%-24.6pp | 49.32%-36.7pp | 35.63%-23.0pp |
| Employer contribution / active EE | $834 | $2,800-70.2% | $3,946-78.9% | $2,756-69.7% |
| Participant deferral / active EE | $7,454 | $6,817+9.3% | $8,084-7.8% | $4,297+73.5% |
| Admin fee / account holder | $1,551 | $5,892-73.7% | $7,893-80.3% | $6,935-77.6% |