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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 | $86,016 | $94,439-8.9% | $73,658+16.8% | $154,746-44.4% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 15.50% | 28.25%-12.8pp | 29.72%-14.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,447 | $1,257+15.1% | $1,032+40.1% | $4,379-67.0% |
| Participant deferral / active EE | $6,024 | $2,527+138.4% | $2,062+192.1% | $6,730-10.5% |
| Admin fee / account holder | $948 | $3,843-75.3% | $3,357-71.7% | $14,365-93.4% |