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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 | $88,453 | $65,246+35.6% | $98,716-10.4% | $67,986+30.1% |
| Participation rate | 46.8% | 51.4%-4.6pp | 69.3%-22.4pp | 57.2%-10.4pp |
| Annual return | 15.20% | 20.58%-5.4pp | 31.81%-16.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $914 | $1,042-12.3% | $2,279-59.9% | $2,019-54.7% |
| Participant deferral / active EE | $4,196 | $2,594+61.7% | $4,048+3.7% | $3,358+24.9% |
| Admin fee / account holder | $6,993 | $4,561+53.3% | $8,703-19.6% | $3,203+118.3% |