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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 | $131,653 | $99,345+32.5% | $84,753+55.3% | $273,972-51.9% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 8.02% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,565 | $4,214-62.9% | $3,574-56.2% | $4,869-67.8% |
| Participant deferral / active EE | $3,999 | $4,270-6.3% | $3,712+7.7% | $5,287-24.4% |
| Admin fee / account holder | $9,381 | $6,645+41.2% | $5,333+75.9% | $10,133-7.4% |