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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 | $63,456+39.4% | $100,712-12.2% | $64,097+38.0% |
| Participation rate | 46.8% | 49.7%-2.8pp | 69.3%-22.4pp | 55.2%-8.3pp |
| Annual return | 15.20% | 19.65%-4.4pp | 33.27%-18.1pp | 34.64%-19.4pp |
| Employer contribution / active EE | $914 | $1,003-8.9% | $2,313-60.5% | $1,891-51.7% |
| Participant deferral / active EE | $4,196 | $2,463+70.3% | $4,085+2.7% | $3,080+36.2% |
| Admin fee / account holder | $6,993 | $4,808+45.5% | $9,256-24.4% | $3,454+102.4% |