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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 | $107,449 | $75,541+42.2% | $152,093-29.4% | $82,637+30.0% |
| Participation rate | 59.5% | 66.5%-7.1pp | 77.8%-18.3pp | 68.1%-8.6pp |
| Annual return | 14.38% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $720 | $2,622-72.5% | $4,175-82.8% | $2,552-71.8% |
| Participant deferral / active EE | $2,835 | $3,206-11.6% | $5,451-48.0% | $4,126-31.3% |
| Admin fee / account holder | $1,680 | $6,405-73.8% | $14,497-88.4% | $7,339-77.1% |