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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 | $92,163 | $78,015+18.1% | $178,505-48.4% | $80,959+13.8% |
| Participation rate | 54.5% | 65.7%-11.1pp | 77.1%-22.6pp | 67.7%-13.1pp |
| Annual return | 14.44% | 18.10%-3.7pp | 27.16%-12.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,498 | $2,281-34.3% | $3,955-62.1% | $2,757-45.7% |
| Participant deferral / active EE | $3,594 | $4,406-18.4% | $6,280-42.8% | $4,300-16.4% |
| Admin fee / account holder | $1,789 | $7,160-75.0% | $10,428-82.8% | $6,925-74.2% |