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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 | $89,090 | $58,851+51.4% | $115,170-22.6% | $72,975+22.1% |
| Participation rate | 59.7% | 65.5%-5.8pp | 75.9%-16.2pp | 69.5%-9.8pp |
| Annual return | 16.27% | 23.16%-6.9pp | 35.60%-19.3pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,078 | $1,798-40.1% | $3,179-66.1% | $2,440-55.8% |
| Participant deferral / active EE | $1,527 | $2,643-42.2% | $4,169-63.4% | $3,608-57.7% |
| Admin fee / account holder | $443 | $6,370-93.0% | $7,089-93.7% | $5,124-91.3% |