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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 | $128,957 | $57,590+123.9% | $86,233+49.5% | $82,448+56.4% |
| Participation rate | 46.9% | 57.9%-11.0pp | 69.0%-22.1pp | 68.1%-21.2pp |
| Annual return | 16.69% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $908 | $1,655-45.1% | $2,504-63.7% | $2,551-64.4% |
| Participant deferral / active EE | $2,718 | $3,080-11.8% | $4,559-40.4% | $4,139-34.3% |
| Admin fee / account holder | $4,665 | $4,730-1.4% | $8,342-44.1% | $7,234-35.5% |