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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 | $120,077 | $96,558+24.4% | $80,977+48.3% | $273,972-56.2% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.00% | 15.14%-11.1pp | 17.11%-13.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,675 | $4,869-65.6% | $3,715-54.9% | $4,869-65.6% |
| Participant deferral / active EE | $5,849 | $6,598-11.3% | $5,696+2.7% | $5,287+10.6% |
| Admin fee / account holder | $12,994 | $7,493+73.4% | $5,517+135.5% | $10,133+28.2% |