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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 | $131,381 | $110,137+19.3% | $161,149-18.5% | $82,637+59.0% |
| Participation rate | 55.3% | 72.4%-17.1pp | 78.8%-23.6pp | 68.1%-12.8pp |
| Annual return | 16.43% | 20.69%-4.3pp | 21.16%-4.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,987 | $2,856-30.4% | $4,360-54.4% | $2,552-22.1% |
| Participant deferral / active EE | $3,438 | $4,575-24.8% | $6,153-44.1% | $4,126-16.7% |
| Admin fee / account holder | $1,283 | $9,467-86.4% | $15,194-91.6% | $7,339-82.5% |