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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 | $112,070 | $83,485+34.2% | $125,195-10.5% | $72,976+53.6% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 17.19% | 25.77%-8.6pp | 43.79%-26.6pp | 81.02%-63.8pp |
| Employer contribution / active EE | $808 | $2,346-65.6% | $3,866-79.1% | $2,440-66.9% |
| Participant deferral / active EE | $2,003 | $3,586-44.1% | $4,937-59.4% | $3,608-44.5% |
| Admin fee / account holder | $10,234 | $5,518+85.5% | $9,704+5.5% | $5,124+99.7% |