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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 | $128,278 | $108,825+17.9% | $156,181-17.9% | $82,448+55.6% |
| Participation rate | 54.1% | 72.4%-18.3pp | 78.8%-24.8pp | 68.1%-14.0pp |
| Annual return | 12.69% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,021 | $2,870-64.4% | $4,294-76.2% | $2,551-60.0% |
| Participant deferral / active EE | $2,680 | $4,577-41.5% | $6,132-56.3% | $4,139-35.3% |
| Admin fee / account holder | $1,262 | $9,341-86.5% | $14,586-91.4% | $7,234-82.6% |