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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 | $57,061+68.2% | $85,063+12.8% | $80,911+18.6% |
| Participation rate | 47.1% | 56.3%-9.3pp | 67.5%-20.4pp | 67.6%-20.6pp |
| Annual return | 12.67% | 21.66%-9.0pp | 66.54%-53.9pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,414 | $1,799-21.4% | $2,727-48.1% | $2,756-48.7% |
| Participant deferral / active EE | $2,934 | $3,110-5.7% | $4,523-35.1% | $4,297-31.7% |
| Admin fee / account holder | $7,179 | $4,986+44.0% | $6,155+16.6% | $6,935+3.5% |