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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 | $132,868 | $77,896+70.6% | $134,172-1.0% | $82,448+61.2% |
| Participation rate | 51.2% | 62.8%-11.6pp | 72.5%-21.2pp | 68.1%-16.8pp |
| Annual return | 19.43% | 18.21%+1.2pp | 25.30%-5.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,183 | $2,159-45.2% | $3,420-65.4% | $2,551-53.6% |
| Participant deferral / active EE | $2,141 | $3,162-32.3% | $4,690-54.3% | $4,139-48.3% |
| Admin fee / account holder | $2,846 | $6,336-55.1% | $12,016-76.3% | $7,234-60.7% |