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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 | $94,499 | $73,787+28.1% | $98,716-4.3% | $82,448+14.6% |
| Participation rate | 56.6% | 61.4%-4.8pp | 69.3%-12.7pp | 68.1%-11.5pp |
| Annual return | 15.53% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $397 | $1,511-73.7% | $2,279-82.6% | $2,551-84.4% |
| Participant deferral / active EE | $3,967 | $3,081+28.7% | $4,048-2.0% | $4,139-4.2% |
| Admin fee / account holder | $11,544 | $6,500+77.6% | $8,703+32.6% | $7,234+59.6% |