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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 | $117,469 | $99,875+17.6% | $146,866-20.0% | $86,983+35.0% |
| Participation rate | 44.7% | 75.8%-31.1pp | 82.5%-37.8pp | 69.5%-24.8pp |
| Annual return | 14.94% | 28.10%-13.2pp | 102.85%-87.9pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,414 | $3,224-56.1% | $4,425-68.0% | $2,584-45.3% |
| Participant deferral / active EE | $4,647 | $6,322-26.5% | $7,759-40.1% | $4,194+10.8% |
| Admin fee / account holder | $12,400 | $7,838+58.2% | $13,620-9.0% | $7,856+57.8% |