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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 | $82,469 | $54,541+51.2% | $78,778+4.7% | $70,126+17.6% |
| Participation rate | 48.1% | 60.8%-12.7pp | 69.2%-21.0pp | 69.5%-21.4pp |
| Annual return | 13.95% | 21.07%-7.1pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,165 | $1,089+7.0% | $1,986-41.3% | $2,343-50.3% |
| Participant deferral / active EE | $3,046 | $2,210+37.8% | $2,958+3.0% | $3,332-8.6% |
| Admin fee / account holder | $3,130 | $3,709-15.6% | $5,134-39.0% | $4,645-32.6% |