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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 | $93,544 | $71,208+31.4% | $93,681-0.1% | $80,911+15.6% |
| Participation rate | 45.3% | 60.4%-15.1pp | 68.7%-23.4pp | 67.6%-22.3pp |
| Annual return | 11.92% | 11.27%+0.7pp | 133.47%-121.5pp | 35.63%-23.7pp |
| Employer contribution / active EE | $775 | $1,564-50.4% | $2,422-68.0% | $2,756-71.9% |
| Participant deferral / active EE | $4,234 | $4,035+4.9% | $4,415-4.1% | $4,297-1.5% |
| Admin fee / account holder | $18,928 | $6,951+172.3% | $8,290+128.3% | $6,935+172.9% |