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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 | $135,815 | $96,289+41.0% | $213,469-36.4% | $87,485+55.2% |
| Participation rate | 56.5% | 69.6%-13.1pp | 77.1%-20.6pp | 68.9%-12.4pp |
| Annual return | 15.61% | 17.78%-2.2pp | 20.58%-5.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,213 | $3,035-60.0% | $4,994-75.7% | $2,596-53.3% |
| Participant deferral / active EE | $2,597 | $4,750-45.3% | $6,841-62.0% | $4,274-39.2% |
| Admin fee / account holder | $2,048 | $9,670-78.8% | $27,141-92.5% | $7,775-73.7% |