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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 | $89,779 | $106,864-16.0% | $147,318-39.1% | $82,637+8.6% |
| Participation rate | 40.0% | 75.5%-35.5pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 15.17% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,251 | $3,417-34.1% | $4,593-51.0% | $2,552-11.8% |
| Participant deferral / active EE | $3,877 | $6,496-40.3% | $7,906-51.0% | $4,126-6.0% |
| Admin fee / account holder | $15,809 | $8,415+87.9% | $13,708+15.3% | $7,339+115.4% |