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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 | $131,124 | $94,031+39.4% | $115,768+13.3% | $82,448+59.0% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.4%-18.1pp | 68.1%-11.8pp |
| Annual return | 12.32% | 20.61%-8.3pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $718 | $2,323-69.1% | $2,940-75.6% | $2,551-71.8% |
| Participant deferral / active EE | $2,314 | $3,972-41.7% | $4,917-52.9% | $4,139-44.1% |
| Admin fee / account holder | $1,928 | $10,249-81.2% | $12,439-84.5% | $7,234-73.4% |