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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 | $94,745 | $41,377+129.0% | $109,313-13.3% | $62,881+50.7% |
| Participation rate | 62.2% | 57.5%+4.7pp | 71.3%-9.0pp | 69.3%-7.1pp |
| Annual return | 7.32% | 11.05%-3.7pp | 22.07%-14.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $743 | $1,276-41.8% | $3,892-80.9% | $2,281-67.4% |
| Participant deferral / active EE | $4,245 | $2,045+107.6% | $3,166+34.1% | $3,203+32.5% |
| Admin fee / account holder | $11,054 | $2,884+283.3% | $5,666+95.1% | $4,296+157.3% |