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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 | $83,898+12.6% | $133,346-29.1% | $94,015+0.5% |
| Participation rate | 56.6% | 63.4%-6.7pp | 72.8%-16.2pp | 70.8%-14.2pp |
| Annual return | 15.53% | 16.00%-0.5pp | 36.85%-21.3pp | 17.84%-2.3pp |
| Employer contribution / active EE | $397 | $1,821-78.2% | $2,853-86.1% | $2,790-85.8% |
| Participant deferral / active EE | $3,967 | $3,245+22.2% | $4,332-8.4% | $4,249-6.7% |
| Admin fee / account holder | $11,544 | $7,809+47.8% | $14,264-19.1% | $8,951+29.0% |