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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 | $76,834+74.2% | $108,359+23.6% | $87,485+53.0% |
| Participation rate | 61.5% | 61.7%-0.2pp | 70.1%-8.6pp | 68.9%-7.4pp |
| Annual return | 16.07% | 19.09%-3.0pp | 36.89%-20.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $498 | $1,556-68.0% | $2,399-79.3% | $2,596-80.8% |
| Participant deferral / active EE | $2,926 | $3,100-5.6% | $4,137-29.3% | $4,274-31.5% |
| Admin fee / account holder | $2,678 | $6,537-59.0% | $9,741-72.5% | $7,775-65.6% |