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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 | $127,395 | $88,707+43.6% | $74,184+71.7% | $273,972-53.5% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 7.84% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,174 | $3,159-62.8% | $2,370-50.5% | $4,869-75.9% |
| Participant deferral / active EE | $2,597 | $4,212-38.3% | $3,550-26.8% | $5,287-50.9% |
| Admin fee / account holder | $1,939 | $8,717-77.8% | $5,586-65.3% | $10,133-80.9% |