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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 | $87,522 | $54,541+60.5% | $78,778+11.1% | $70,126+24.8% |
| Participation rate | 47.0% | 60.8%-13.8pp | 69.2%-22.2pp | 69.5%-22.6pp |
| Annual return | 13.38% | 21.07%-7.7pp | 35.62%-22.2pp | 73.15%-59.8pp |
| Employer contribution / active EE | $665 | $1,089-38.9% | $1,986-66.5% | $2,343-71.6% |
| Participant deferral / active EE | $1,633 | $2,210-26.1% | $2,958-44.8% | $3,332-51.0% |
| Admin fee / account holder | $8,452 | $3,709+127.9% | $5,134+64.6% | $4,645+81.9% |