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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 | $73,787+81.4% | $98,716+35.6% | $82,448+62.4% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 16.07% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $498 | $1,511-67.1% | $2,279-78.2% | $2,551-80.5% |
| Participant deferral / active EE | $2,926 | $3,081-5.0% | $4,048-27.7% | $4,139-29.3% |
| Admin fee / account holder | $2,678 | $6,500-58.8% | $8,703-69.2% | $7,234-63.0% |