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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 | $131,284 | $87,166+50.6% | $76,735+71.1% | $137,256-4.4% |
| Participation rate | 61.9% | 74.4%-12.4pp | 69.5%-7.6pp | 80.0%-18.1pp |
| Annual return | 16.36% | 26.50%-10.1pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,592 | $2,904-45.2% | $2,454-35.1% | $4,156-61.7% |
| Participant deferral / active EE | $4,180 | $4,726-11.6% | $4,088+2.2% | $6,407-34.8% |
| Admin fee / account holder | $4,617 | $8,403-45.1% | $7,189-35.8% | $12,270-62.4% |