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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 | $98,017 | $78,015+25.6% | $178,505-45.1% | $80,959+21.1% |
| Participation rate | 46.5% | 65.7%-19.2pp | 77.1%-30.6pp | 67.7%-21.2pp |
| Annual return | 10.78% | 18.10%-7.3pp | 27.16%-16.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $606 | $2,281-73.4% | $3,955-84.7% | $2,757-78.0% |
| Participant deferral / active EE | $2,658 | $4,406-39.7% | $6,280-57.7% | $4,300-38.2% |
| Admin fee / account holder | $13,036 | $7,160+82.1% | $10,428+25.0% | $6,925+88.2% |