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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 | $96,794 | $81,358+19.0% | $155,556-37.8% | $80,959+19.6% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 11.00% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $899 | $3,106-71.1% | $4,675-80.8% | $2,757-67.4% |
| Participant deferral / active EE | $1,957 | $3,455-43.4% | $5,631-65.2% | $4,300-54.5% |
| Admin fee / account holder | $9,773 | $7,994+22.3% | $15,885-38.5% | $6,925+41.1% |