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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 | $96,726 | $80,763+19.8% | $102,412-5.6% | $74,459+29.9% |
| Participation rate | 49.1% | 65.7%-16.6pp | 74.5%-25.4pp | 67.2%-18.1pp |
| Annual return | 12.43% | 27.57%-15.1pp | 24.94%-12.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,196 | $3,160-62.1% | $3,870-69.1% | $2,626-54.4% |
| Participant deferral / active EE | $2,043 | $3,862-47.1% | $5,060-59.6% | $4,350-53.0% |
| Admin fee / account holder | $3,260 | $2,371+37.5% | $8,388-61.1% | $1,945+67.6% |