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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 | $95,463 | $81,331+17.4% | $155,534-38.6% | $80,935+17.9% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 11.70% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $733 | $3,105-76.4% | $4,675-84.3% | $2,757-73.4% |
| Participant deferral / active EE | $1,799 | $3,454-47.9% | $5,630-68.0% | $4,299-58.2% |
| Admin fee / account holder | $3,367 | $7,999-57.9% | $15,900-78.8% | $6,924-51.4% |