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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 | $63,949+101.7% | $129,031-0.1% | $94,015+37.2% |
| Participation rate | 46.9% | 63.4%-16.5pp | 73.4%-26.4pp | 70.8%-23.9pp |
| Annual return | 16.69% | 17.56%-0.9pp | 34.67%-18.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $908 | $1,865-51.3% | $3,226-71.9% | $2,790-67.5% |
| Participant deferral / active EE | $2,718 | $3,686-26.3% | $5,217-47.9% | $4,249-36.0% |
| Admin fee / account holder | $4,665 | $5,523-15.5% | $13,208-64.7% | $8,951-47.9% |