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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 | $126,129 | $102,245+23.4% | $89,340+41.2% | $137,256-8.1% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 15.63% | 21.89%-6.3pp | 20.57%-4.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $491 | $2,529-80.6% | $2,231-78.0% | $4,156-88.2% |
| Participant deferral / active EE | $2,106 | $4,436-52.5% | $3,823-44.9% | $6,407-67.1% |
| Admin fee / account holder | $2,273 | $8,085-71.9% | $6,704-66.1% | $12,270-81.5% |