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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 | $137,800 | $96,956+42.1% | $69,779+97.5% | $273,970-49.7% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | 7.58% | 12.93%-5.4pp | 12.99%-5.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,374 | $3,316+1.7% | $2,338+44.3% | $4,869-30.7% |
| Participant deferral / active EE | $3,909 | $3,744+4.4% | $2,931+33.4% | $5,287-26.1% |
| Admin fee / account holder | $1,418 | $7,934-82.1% | $4,381-67.6% | $10,132-86.0% |