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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 | $115,397 | $81,403+41.8% | $147,027-21.5% | $87,485+31.9% |
| Participation rate | 47.0% | 63.4%-16.5pp | 73.7%-26.8pp | 68.9%-22.0pp |
| Annual return | 18.18% | 16.51%+1.7pp | 20.23%-2.1pp | 26.06%-7.9pp |
| Employer contribution / active EE | $885 | $2,205-59.9% | $3,626-75.6% | $2,596-65.9% |
| Participant deferral / active EE | $3,904 | $3,315+17.8% | $4,933-20.9% | $4,274-8.6% |
| Admin fee / account holder | $8,134 | $6,755+20.4% | $12,223-33.5% | $7,775+4.6% |