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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 | $81,276+19.1% | $155,574-37.8% | $80,925+19.6% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 11.00% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $899 | $3,103-71.0% | $4,676-80.8% | $2,756-67.4% |
| Participant deferral / active EE | $1,957 | $3,453-43.3% | $5,629-65.2% | $4,299-54.5% |
| Admin fee / account holder | $9,773 | $7,993+22.3% | $15,914-38.6% | $6,940+40.8% |