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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 | $94,827 | $46,877+102.3% | $122,354-22.5% | $70,126+35.2% |
| Participation rate | 37.9% | 58.2%-20.3pp | 71.6%-33.7pp | 69.5%-31.6pp |
| Annual return | 15.67% | 24.22%-8.6pp | 30.28%-14.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $644 | $1,288-50.0% | $4,051-84.1% | $2,343-72.5% |
| Participant deferral / active EE | $2,112 | $2,167-2.5% | $3,287-35.7% | $3,332-36.6% |
| Admin fee / account holder | $7,005 | $3,324+110.8% | $5,479+27.9% | $4,645+50.8% |