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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 | $89,199 | $62,672+42.3% | $185,117-51.8% | $70,126+27.2% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 15.83% | 40.79%-25.0pp | 40.50%-24.7pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,163 | $1,753-33.7% | $4,182-72.2% | $2,343-50.4% |
| Participant deferral / active EE | $1,966 | $3,272-39.9% | $5,045-61.0% | $3,332-41.0% |
| Admin fee / account holder | $478 | $3,932-87.8% | $8,159-94.1% | $4,645-89.7% |