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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 | $104,949 | $211,105-50.3% | $178,449-41.2% | $145,978-28.1% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 15.91% | 30.19%-14.3pp | 27.09%-11.2pp | 550.52%-534.6pp |
| Employer contribution / active EE | $888 | $4,569-80.6% | $3,951-77.5% | $4,662-80.9% |
| Participant deferral / active EE | $2,041 | $6,959-70.7% | $6,277-67.5% | $6,690-69.5% |
| Admin fee / account holder | $12,711 | $12,017+5.8% | $10,362+22.7% | $13,400-5.1% |