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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 | $86,799 | $104,098-16.6% | $140,514-38.2% | $94,015-7.7% |
| Participation rate | 40.5% | 73.7%-33.2pp | 77.8%-37.3pp | 70.8%-30.3pp |
| Annual return | 14.57% | 15.14%-0.6pp | 14.36%+0.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,493 | $2,388-37.5% | $3,378-55.8% | $2,790-46.5% |
| Participant deferral / active EE | $3,262 | $4,033-19.1% | $4,919-33.7% | $4,249-23.2% |
| Admin fee / account holder | $712 | $10,439-93.2% | $13,697-94.8% | $8,951-92.1% |