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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 | $95,383 | $46,877+103.5% | $122,354-22.0% | $70,126+36.0% |
| Participation rate | 53.3% | 58.2%-4.9pp | 71.6%-18.3pp | 69.5%-16.2pp |
| Annual return | 17.68% | 24.22%-6.5pp | 30.28%-12.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $692 | $1,288-46.3% | $4,051-82.9% | $2,343-70.5% |
| Participant deferral / active EE | $2,591 | $2,167+19.5% | $3,287-21.2% | $3,332-22.2% |
| Admin fee / account holder | $1,683 | $3,324-49.4% | $5,479-69.3% | $4,645-63.8% |