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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 | $116,729 | $81,358+43.5% | $155,556-25.0% | $80,959+44.2% |
| Participation rate | 44.6% | 66.3%-21.6pp | 78.2%-33.6pp | 67.7%-23.1pp |
| Annual return | 15.77% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $438 | $3,106-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $5,855 | $3,455+69.5% | $5,631+4.0% | $4,300+36.2% |
| Admin fee / account holder | $2,818 | $7,994-64.7% | $15,885-82.3% | $6,925-59.3% |