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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 | $91,625 | $46,877+95.5% | $122,354-25.1% | $70,124+30.7% |
| Participation rate | 55.9% | 58.2%-2.3pp | 71.6%-15.8pp | 69.5%-13.7pp |
| Annual return | 17.72% | 24.22%-6.5pp | 30.28%-12.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $493 | $1,288-61.8% | $4,051-87.8% | $2,342-79.0% |
| Participant deferral / active EE | $1,918 | $2,167-11.5% | $3,287-41.6% | $3,332-42.4% |
| Admin fee / account holder | $5,046 | $3,324+51.8% | $5,479-7.9% | $4,645+8.6% |