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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 | $94,514 | $90,400+4.6% | $186,193-49.2% | $87,485+8.0% |
| Participation rate | 49.3% | 66.2%-16.9pp | 77.1%-27.8pp | 68.9%-19.6pp |
| Annual return | 15.35% | 22.15%-6.8pp | 78.03%-62.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $611 | $2,170-71.8% | $3,918-84.4% | $2,596-76.5% |
| Participant deferral / active EE | $2,272 | $4,330-47.5% | $6,513-65.1% | $4,274-46.8% |
| Admin fee / account holder | $936 | $8,673-89.2% | $11,058-91.5% | $7,775-88.0% |