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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 | $126,370 | $86,050+46.9% | $189,758-33.4% | $94,015+34.4% |
| Participation rate | 57.1% | 68.9%-11.8pp | 79.8%-22.7pp | 70.8%-13.7pp |
| Annual return | 15.58% | 17.77%-2.2pp | 52.62%-37.0pp | 17.84%-2.3pp |
| Employer contribution / active EE | $660 | $2,819-76.6% | $4,767-86.1% | $2,790-76.3% |
| Participant deferral / active EE | $3,990 | $3,349+19.1% | $5,856-31.9% | $4,249-6.1% |
| Admin fee / account holder | $4,230 | $6,627-36.2% | $20,388-79.3% | $8,951-52.7% |