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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 | $122,712 | $76,834+59.7% | $108,359+13.2% | $87,485+40.3% |
| Participation rate | 54.4% | 61.7%-7.3pp | 70.1%-15.7pp | 68.9%-14.5pp |
| Annual return | 18.10% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-8.0pp |
| Employer contribution / active EE | $730 | $1,556-53.1% | $2,399-69.6% | $2,596-71.9% |
| Participant deferral / active EE | $4,490 | $3,100+44.8% | $4,137+8.5% | $4,274+5.1% |
| Admin fee / account holder | $3,343 | $6,537-48.9% | $9,741-65.7% | $7,775-57.0% |