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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 | $104,967 | $78,027+34.5% | $178,528-41.2% | $80,925+29.7% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.7%-9.0pp |
| Annual return | 14.47% | 18.09%-3.6pp | 27.11%-12.6pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,143 | $2,281-49.9% | $3,950-71.1% | $2,756-58.5% |
| Participant deferral / active EE | $3,466 | $4,408-21.4% | $6,278-44.8% | $4,299-19.4% |
| Admin fee / account holder | $15,781 | $7,168+120.2% | $10,419+51.5% | $6,940+127.4% |