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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 | $90,962 | $116,167-21.7% | $64,489+41.0% | $137,256-33.7% |
| Participation rate | 47.1% | 68.2%-21.1pp | 67.7%-20.6pp | 80.0%-32.9pp |
| Annual return | 16.14% | 36.55%-20.4pp | 55.03%-38.9pp | 220.34%-204.2pp |
| Employer contribution / active EE | $119 | $2,483-95.2% | $1,523-92.2% | $4,156-97.1% |
| Participant deferral / active EE | $2,727 | $4,215-35.3% | $2,778-1.9% | $6,407-57.4% |
| Admin fee / account holder | $781 | $6,188-87.4% | $4,260-81.7% | $12,270-93.6% |