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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 | $76,834+23.0% | $108,359-12.8% | $87,485+8.0% |
| Participation rate | 56.6% | 61.7%-5.1pp | 70.1%-13.5pp | 68.9%-12.3pp |
| Annual return | 15.53% | 19.09%-3.6pp | 36.89%-21.4pp | 26.06%-10.5pp |
| Employer contribution / active EE | $397 | $1,556-74.5% | $2,399-83.5% | $2,596-84.7% |
| Participant deferral / active EE | $3,967 | $3,100+27.9% | $4,137-4.1% | $4,274-7.2% |
| Admin fee / account holder | $11,544 | $6,537+76.6% | $9,741+18.5% | $7,775+48.5% |