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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 | $95,993 | $57,140+68.0% | $85,240+12.6% | $80,959+18.6% |
| Participation rate | 47.1% | 56.4%-9.4pp | 67.5%-20.5pp | 67.7%-20.6pp |
| Annual return | 12.67% | 21.71%-9.0pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,414 | $1,802-21.5% | $2,735-48.3% | $2,757-48.7% |
| Participant deferral / active EE | $2,934 | $3,115-5.8% | $4,527-35.2% | $4,300-31.8% |
| Admin fee / account holder | $7,179 | $4,992+43.8% | $6,165+16.5% | $6,925+3.7% |