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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 | $89,193 | $86,949+2.6% | $102,460-12.9% | $80,959+10.2% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.7%-26.2pp |
| Annual return | 15.10% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $946 | $2,370-60.1% | $3,025-68.7% | $2,757-65.7% |
| Participant deferral / active EE | $2,665 | $4,121-35.3% | $5,056-47.3% | $4,300-38.0% |
| Admin fee / account holder | $18,422 | $8,048+128.9% | $9,460+94.7% | $6,925+166.0% |