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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 | $99,633+36.3% | $183,328-25.9% | $82,448+64.7% |
| Participation rate | 56.5% | 70.8%-14.2pp | 77.3%-20.8pp | 68.1%-11.5pp |
| Annual return | 15.61% | 17.84%-2.2pp | 29.67%-14.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,213 | $3,256-62.7% | $5,055-76.0% | $2,551-52.4% |
| Participant deferral / active EE | $2,597 | $4,938-47.4% | $6,795-61.8% | $4,139-37.3% |
| Admin fee / account holder | $2,048 | $9,934-79.4% | $21,427-90.4% | $7,234-71.7% |