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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 | $127,071 | $108,825+16.8% | $156,181-18.6% | $82,448+54.1% |
| Participation rate | 51.2% | 72.4%-21.1pp | 78.8%-27.6pp | 68.1%-16.8pp |
| Annual return | 15.75% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,090 | $2,870-62.0% | $4,294-74.6% | $2,551-57.3% |
| Participant deferral / active EE | $4,618 | $4,577+0.9% | $6,132-24.7% | $4,139+11.6% |
| Admin fee / account holder | $1,904 | $9,341-79.6% | $14,586-86.9% | $7,234-73.7% |