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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 | $174,018-24.2% | $136,833-3.6% | $198,609-33.6% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 18.14% | 35.16%-17.0pp | 35.32%-17.2pp | 202.70%-184.6pp |
| Employer contribution / active EE | $564 | $1,571-64.1% | $1,319-57.2% | $5,055-88.8% |
| Participant deferral / active EE | $2,561 | $2,873-10.9% | $2,441+4.9% | $6,977-63.3% |
| Admin fee / account holder | $3,868 | $5,434-28.8% | $4,706-17.8% | $19,030-79.7% |