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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 | $131,257 | $88,996+47.5% | $78,004+68.3% | $138,895-5.5% |
| Participation rate | 27.3% | 74.4%-47.1pp | 69.4%-42.2pp | 79.9%-52.6pp |
| Annual return | 13.33% | 28.03%-14.7pp | 31.07%-17.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $711 | $2,917-75.6% | $2,469-71.2% | $4,194-83.0% |
| Participant deferral / active EE | $4,041 | $4,724-14.5% | $4,092-1.2% | $6,396-36.8% |
| Admin fee / account holder | $10,972 | $8,807+24.6% | $7,578+44.8% | $12,562-12.7% |