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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 | $118,653 | $106,864+11.0% | $147,318-19.5% | $82,637+43.6% |
| Participation rate | 57.8% | 75.5%-17.7pp | 82.1%-24.3pp | 68.1%-10.3pp |
| Annual return | 14.69% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,239 | $3,417-63.7% | $4,593-73.0% | $2,552-51.4% |
| Participant deferral / active EE | $2,484 | $6,496-61.8% | $7,906-68.6% | $4,126-39.8% |
| Admin fee / account holder | $2,429 | $8,415-71.1% | $13,708-82.3% | $7,339-66.9% |