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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 | $131,843 | $94,439+39.6% | $73,658+79.0% | $154,746-14.8% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 18.14% | 28.25%-10.1pp | 29.72%-11.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $564 | $1,257-55.2% | $1,032-45.4% | $4,379-87.1% |
| Participant deferral / active EE | $2,561 | $2,527+1.3% | $2,062+24.2% | $6,730-62.0% |
| Admin fee / account holder | $3,868 | $3,843+0.7% | $3,357+15.2% | $14,365-73.1% |