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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 | $97,629 | $69,273+40.9% | $90,796+7.5% | $82,637+18.1% |
| Participation rate | 46.5% | 64.0%-17.6pp | 69.5%-23.0pp | 68.1%-21.6pp |
| Annual return | 14.61% | 18.37%-3.8pp | 19.29%-4.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $611 | $1,865-67.2% | $2,294-73.4% | $2,552-76.1% |
| Participant deferral / active EE | $2,211 | $3,047-27.5% | $3,822-42.2% | $4,126-46.4% |
| Admin fee / account holder | $55,897 | $5,511+914.4% | $7,024+695.8% | $7,339+661.7% |