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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 | $136,040 | $84,953+60.1% | $163,379-16.7% | $82,637+64.6% |
| Participation rate | 64.0% | 65.9%-1.9pp | 76.8%-12.8pp | 68.1%-4.1pp |
| Annual return | 18.04% | 23.07%-5.0pp | 63.41%-45.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $575 | $2,183-73.7% | $3,752-84.7% | $2,552-77.5% |
| Participant deferral / active EE | $4,249 | $4,326-1.8% | $6,282-32.4% | $4,126+3.0% |
| Admin fee / account holder | $14,313 | $7,921+80.7% | $9,818+45.8% | $7,339+95.0% |