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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 | $91,785 | $69,444+32.2% | $92,985-1.3% | $87,485+4.9% |
| Participation rate | 50.5% | 63.3%-12.8pp | 69.5%-19.0pp | 68.9%-18.4pp |
| Annual return | 17.49% | 23.85%-6.4pp | 27.99%-10.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,280 | $1,917-33.2% | $2,662-51.9% | $2,596-50.7% |
| Participant deferral / active EE | $2,903 | $3,364-13.7% | $4,377-33.7% | $4,274-32.1% |
| Admin fee / account holder | $1,496 | $6,137-75.6% | $9,463-84.2% | $7,775-80.8% |