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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 | $115,658 | $99,875+15.8% | $146,866-21.2% | $86,983+33.0% |
| Participation rate | 46.9% | 75.8%-28.9pp | 82.5%-35.6pp | 69.5%-22.7pp |
| Annual return | 15.82% | 28.10%-12.3pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $463 | $3,224-85.7% | $4,425-89.5% | $2,584-82.1% |
| Participant deferral / active EE | $4,043 | $6,322-36.1% | $7,759-47.9% | $4,194-3.6% |
| Admin fee / account holder | $15,336 | $7,838+95.7% | $13,620+12.6% | $7,856+95.2% |