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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 | $99,962 | $46,877+113.2% | $122,354-18.3% | $70,126+42.5% |
| Participation rate | 45.7% | 58.2%-12.5pp | 71.6%-25.9pp | 69.5%-23.8pp |
| Annual return | 14.68% | 24.22%-9.5pp | 30.28%-15.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $791 | $1,288-38.6% | $4,051-80.5% | $2,343-66.2% |
| Participant deferral / active EE | $3,163 | $2,167+45.9% | $3,287-3.8% | $3,332-5.1% |
| Admin fee / account holder | $2,074 | $3,324-37.6% | $5,479-62.1% | $4,645-55.4% |