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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 | $91,721 | $81,487+12.6% | $102,412-10.4% | $80,935+13.3% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.7%-11.8pp |
| Annual return | 11.19% | 25.60%-14.4pp | 24.94%-13.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,435 | $3,103-53.7% | $3,870-62.9% | $2,757-47.9% |
| Participant deferral / active EE | $2,958 | $3,871-23.6% | $5,060-41.5% | $4,299-31.2% |
| Admin fee / account holder | $1,365 | $6,717-79.7% | $8,388-83.7% | $6,924-80.3% |