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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 | $133,883 | $83,898+59.6% | $133,346+0.4% | $94,015+42.4% |
| Participation rate | 61.5% | 63.4%-1.8pp | 72.8%-11.3pp | 70.8%-9.3pp |
| Annual return | 16.07% | 16.00%+0.1pp | 36.85%-20.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $498 | $1,821-72.7% | $2,853-82.6% | $2,790-82.2% |
| Participant deferral / active EE | $2,926 | $3,245-9.8% | $4,332-32.5% | $4,249-31.1% |
| Admin fee / account holder | $2,678 | $7,809-65.7% | $14,264-81.2% | $8,951-70.1% |