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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 | $81,262+69.7% | $155,602-11.4% | $80,911+70.4% |
| Participation rate | 61.3% | 66.2%-4.9pp | 78.2%-16.9pp | 67.6%-6.4pp |
| Annual return | 14.17% | 33.34%-19.2pp | 64.81%-50.6pp | 35.63%-21.5pp |
| Employer contribution / active EE | $890 | $3,102-71.3% | $4,675-81.0% | $2,756-67.7% |
| Participant deferral / active EE | $4,141 | $3,451+20.0% | $5,629-26.4% | $4,297-3.6% |
| Admin fee / account holder | $9,302 | $7,992+16.4% | $15,923-41.6% | $6,935+34.1% |