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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 | $95,360 | $76,834+24.1% | $108,359-12.0% | $87,485+9.0% |
| Participation rate | 53.8% | 61.7%-7.9pp | 70.1%-16.3pp | 68.9%-15.1pp |
| Annual return | 12.18% | 19.09%-6.9pp | 36.89%-24.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $385 | $1,556-75.3% | $2,399-84.0% | $2,596-85.2% |
| Participant deferral / active EE | $1,974 | $3,100-36.3% | $4,137-52.3% | $4,274-53.8% |
| Admin fee / account holder | $1,133 | $6,537-82.7% | $9,741-88.4% | $7,775-85.4% |