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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 | $91,786 | $76,834+19.5% | $108,359-15.3% | $87,485+4.9% |
| Participation rate | 54.0% | 61.7%-7.7pp | 70.1%-16.1pp | 68.9%-14.9pp |
| Annual return | 14.11% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $681 | $1,556-56.2% | $2,399-71.6% | $2,596-73.8% |
| Participant deferral / active EE | $2,006 | $3,100-35.3% | $4,137-51.5% | $4,274-53.1% |
| Admin fee / account holder | $3,866 | $6,537-40.9% | $9,741-60.3% | $7,775-50.3% |