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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 | $57,140+126.8% | $85,240+52.1% | $80,959+60.1% |
| Participation rate | 42.9% | 56.4%-13.6pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 14.60% | 21.71%-7.1pp | 66.75%-52.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $621 | $1,802-65.5% | $2,735-77.3% | $2,757-77.5% |
| Participant deferral / active EE | $4,579 | $3,115+47.0% | $4,527+1.1% | $4,300+6.5% |
| Admin fee / account holder | $10,417 | $4,992+108.7% | $6,165+69.0% | $6,925+50.4% |