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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 | $91,164 | $72,272+26.1% | $101,264-10.0% | $79,858+14.2% |
| Participation rate | 47.5% | 68.5%-21.0pp | 75.8%-28.3pp | 69.6%-22.1pp |
| Annual return | 15.25% | 22.30%-7.1pp | 46.48%-31.2pp | 31.72%-16.5pp |
| Employer contribution / active EE | $1,409 | $2,692-47.7% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $3,341 | $3,282+1.8% | $4,370-23.6% | $3,740-10.7% |
| Admin fee / account holder | $518 | $4,401-88.2% | $5,947-91.3% | $5,306-90.2% |