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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 | $107,453 | $76,834+39.8% | $108,359-0.8% | $87,485+22.8% |
| Participation rate | 53.2% | 61.7%-8.5pp | 70.1%-16.9pp | 68.9%-15.7pp |
| Annual return | 14.84% | 19.09%-4.2pp | 36.89%-22.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $479 | $1,556-69.2% | $2,399-80.0% | $2,596-81.5% |
| Participant deferral / active EE | $4,208 | $3,100+35.7% | $4,137+1.7% | $4,274-1.5% |
| Admin fee / account holder | $16,226 | $6,537+148.2% | $9,741+66.6% | $7,775+108.7% |