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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 | $137,883 | $81,331+69.5% | $155,534-11.3% | $80,935+70.4% |
| Participation rate | 61.3% | 66.3%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 14.17% | 33.37%-19.2pp | 64.92%-50.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $890 | $3,105-71.3% | $4,675-81.0% | $2,757-67.7% |
| Participant deferral / active EE | $4,141 | $3,454+19.9% | $5,630-26.5% | $4,299-3.7% |
| Admin fee / account holder | $9,302 | $7,999+16.3% | $15,900-41.5% | $6,924+34.3% |