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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 | $90,735 | $56,054+61.9% | $171,082-47.0% | $62,881+44.3% |
| Participation rate | 58.5% | 62.9%-4.4pp | 76.7%-18.2pp | 69.3%-10.8pp |
| Annual return | 7.10% | 22.52%-15.4pp | 32.56%-25.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,140 | $1,731-34.1% | $4,002-71.5% | $2,281-50.0% |
| Participant deferral / active EE | $2,525 | $3,158-20.0% | $4,797-47.4% | $3,203-21.2% |
| Admin fee / account holder | $663 | $3,647-81.8% | $8,520-92.2% | $4,296-84.6% |