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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 | $140,767 | $72,471+94.2% | $94,215+49.4% | $86,983+61.8% |
| Participation rate | 51.9% | 63.9%-12.0pp | 70.0%-18.1pp | 69.5%-17.7pp |
| Annual return | 15.35% | 26.44%-11.1pp | 28.22%-12.9pp | 25.83%-10.5pp |
| Employer contribution / active EE | $407 | $1,936-79.0% | $2,675-84.8% | $2,584-84.2% |
| Participant deferral / active EE | $2,969 | $3,397-12.6% | $4,276-30.6% | $4,194-29.2% |
| Admin fee / account holder | $1,124 | $6,468-82.6% | $10,216-89.0% | $7,856-85.7% |