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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 | $129,609 | $57,073+127.1% | $85,126+52.3% | $80,925+60.2% |
| Participation rate | 42.9% | 56.4%-13.5pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 14.60% | 21.69%-7.1pp | 66.63%-52.0pp | 35.65%-21.1pp |
| Employer contribution / active EE | $621 | $1,801-65.5% | $2,731-77.3% | $2,756-77.5% |
| Participant deferral / active EE | $4,579 | $3,113+47.1% | $4,523+1.2% | $4,299+6.5% |
| Admin fee / account holder | $10,417 | $4,988+108.9% | $6,160+69.1% | $6,940+50.1% |