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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 | $89,496 | $67,602+32.4% | $82,312+8.7% | $70,126+27.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 15.83% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,261 | $1,755-28.1% | $2,428-48.1% | $2,343-46.2% |
| Participant deferral / active EE | $2,573 | $2,987-13.9% | $3,706-30.6% | $3,332-22.8% |
| Admin fee / account holder | $1,122 | $4,512-75.1% | $5,608-80.0% | $4,645-75.8% |