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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 | $142,485 | $72,027+97.8% | $185,861-23.3% | $79,856+78.4% |
| Participation rate | 63.9% | 65.8%-1.9pp | 78.0%-14.2pp | 69.6%-5.8pp |
| Annual return | 18.82% | 23.13%-4.3pp | 35.96%-17.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $971 | $1,965-50.6% | $4,088-76.3% | $2,471-60.7% |
| Participant deferral / active EE | $5,373 | $3,780+42.2% | $5,634-4.6% | $3,741+43.6% |
| Admin fee / account holder | $1,748 | $4,513-61.3% | $9,503-81.6% | $5,306-67.1% |