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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 | $139,117 | $213,785-34.9% | $185,441-25.0% | $155,188-10.4% |
| Participation rate | 63.2% | 83.2%-20.1pp | 80.3%-17.1pp | 80.8%-17.6pp |
| Annual return | 13.40% | 19.97%-6.6pp | 20.16%-6.8pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,909 | $5,393-64.6% | $4,672-59.1% | $4,248-55.1% |
| Participant deferral / active EE | $4,109 | $6,864-40.1% | $6,152-33.2% | $6,531-37.1% |
| Admin fee / account holder | $6,632 | $21,134-68.6% | $17,890-62.9% | $14,480-54.2% |